+954.4%
VTI vs ON
+1,173.8%
-219.4%
-55.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -4.4% | +3.9% | +0.2% |
| 7D | +0.6% | -2.2% | +2.8% | +1.0% |
| 30D | -1.1% | -12.4% | +11.3% | +1.0% |
| 3M | +3.9% | -41.2% | +45.1% | +12.1% |
| 6M | +14.6% | +25.0% | -10.4% | +7.7% |
| YTD | +13.3% | +31.3% | -18.0% | +5.3% |
| 1Y | +19.2% | +45.4% | -26.3% | +8.3% |
| 3Y | +77.4% | -27.4% | +104.8% | +73.9% |
| 5Y | +74.0% | +58.5% | +15.5% | +45.6% |
| 10Y | +294.6% | +561.8% | -267.2% | +150.0% |
| All | +954.4% | +1,173.8% | -219.4% | +409.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling