+62.3%
VT vs ONON
-6.6%
+68.9%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -4.7% | +4.1% | +0.1% |
| 7D | +2.9% | -11.9% | +14.8% | +4.7% |
| 30D | -2.5% | -6.8% | +4.3% | -1.6% |
| 3M | -3.3% | +6.6% | -10.0% | -4.5% |
| 6M | +1.5% | -2.2% | +3.8% | +0.8% |
| YTD | +11.4% | -28.9% | +40.2% | +15.4% |
| 1Y | +11.9% | -20.3% | +32.2% | +13.9% |
| 3Y | +73.9% | +22.9% | +50.9% | +60.8% |
| 5Y | +57.9% | -11.1% | +69.0% | +39.4% |
| All | +62.3% | -6.6% | +68.9% | +42.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ONON.
Daily Out/Under-Performance
Portfolio return minus ONON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ONON return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded ONON wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling