-18.6%
ONT vs VOO
+155.9%
-174.4%
-86.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.6% | +0.9% | +1.2% |
| 7D | +8.3% | +0.5% | +7.7% | +7.4% |
| 30D | +8.5% | -0.9% | +9.4% | +10.3% |
| 3M | +7.3% | +3.9% | +3.4% | +1.8% |
| 6M | -33.7% | +14.5% | -48.2% | -45.5% |
| YTD | -27.9% | +13.0% | -40.8% | -39.3% |
| 1Y | -38.7% | +19.4% | -58.1% | -52.4% |
| 3Y | -47.1% | +78.9% | -126.0% | -77.2% |
| 5Y | -65.7% | +82.3% | -148.0% | -85.4% |
| All | -18.6% | +155.9% | -174.4% | -75.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling