+12.9%
VUG vs ONON
-36.0%
+48.8%
-16.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ONON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +2.1% | -1.2% | +0.7% |
| 7D | -0.5% | -2.1% | +1.6% | -0.3% |
| 30D | -1.0% | -11.6% | +10.7% | +0.4% |
| 3M | +3.5% | -30.1% | +33.6% | +7.4% |
| 6M | +14.2% | -30.5% | +44.7% | +17.3% |
| YTD | +8.5% | -41.0% | +49.5% | +12.9% |
| 1Y | +12.9% | -36.7% | +49.6% | +19.0% |
| All | +12.9% | -36.0% | +48.8% | +19.0% |
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