+12.9%
VT vs ONON
-3.1%
+16.0%
-9.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ONON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | 0.0% | +1.1% | +1.1% |
| 7D | -0.7% | -10.1% | +9.4% | +0.3% |
| 30D | -1.7% | -1.8% | +0.1% | -1.6% |
| 3M | -2.3% | +12.3% | -14.6% | -3.5% |
| 6M | +1.5% | +2.0% | -0.4% | +0.3% |
| YTD | +12.0% | -25.3% | +37.4% | +13.2% |
| 1Y | +12.9% | -1.3% | +14.2% | +12.6% |
| All | +12.9% | -3.1% | +16.0% | +12.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling