+297.8%
VTI vs ON
+655.4%
-357.6%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +8.5% | -7.7% | -1.1% |
| 7D | -0.9% | +2.4% | -3.3% | -1.5% |
| 30D | -1.4% | -8.6% | +7.2% | +0.4% |
| 3M | +3.6% | -34.3% | +37.9% | +11.8% |
| 6M | +13.6% | +28.5% | -14.9% | +2.9% |
| YTD | +12.9% | +40.6% | -27.7% | -0.5% |
| 1Y | +17.2% | +55.3% | -38.1% | +0.1% |
| 3Y | +75.7% | -22.2% | +97.9% | +66.8% |
| 5Y | +75.4% | +62.4% | +13.1% | +30.2% |
| All | +297.8% | +655.4% | -357.6% | +93.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ON.
Daily Out/Under-Performance
Portfolio return minus ON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ON 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 ON 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