+5.6%
ONT vs VOO
+152.6%
-147.0%
-86.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.4% | +1.0% | +1.2% |
| 7D | +6.0% | +2.6% | +3.4% | +2.4% |
| 30D | +71.4% | -2.0% | +73.4% | +73.8% |
| 3M | +32.7% | -2.8% | +35.5% | +36.1% |
| 6M | +49.6% | +2.2% | +47.4% | +42.6% |
| YTD | -6.4% | +11.5% | -18.0% | -21.3% |
| 1Y | -5.0% | +13.5% | -18.4% | -22.0% |
| 3Y | -9.3% | +78.1% | -87.3% | -61.5% |
| 5Y | -69.5% | +73.1% | -142.6% | -86.5% |
| All | +5.6% | +152.6% | -147.0% | -67.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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