+68.1%
VT vs ONON
-20.9%
+89.0%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ONON | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.3% | +1.3% | +0.2% |
| 7D | +0.4% | -3.0% | +3.4% | +0.9% |
| 30D | +1.0% | -26.7% | +27.7% | +5.2% |
| 3M | +2.4% | -25.3% | +27.7% | +6.2% |
| 6M | +12.0% | -35.3% | +47.3% | +18.2% |
| YTD | +15.3% | -39.8% | +55.1% | +22.8% |
| 1Y | +22.6% | -39.2% | +61.8% | +29.8% |
| 3Y | +74.7% | -4.2% | +78.9% | +67.7% |
| All | +68.1% | -20.9% | +89.0% | +51.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling