+134.0%
ONTO vs EFV
+92.8%
+41.2%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EFV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.1% | -2.4% | -2.3% |
| 7D | +34.4% | +0.7% | +33.7% | +33.1% |
| 30D | -20.4% | +2.0% | -22.5% | -22.9% |
| 3M | -37.8% | -1.6% | -36.2% | -36.6% |
| 6M | -24.6% | +5.8% | -30.3% | -30.2% |
| YTD | +32.8% | +15.6% | +17.2% | +8.6% |
| 1Y | +54.7% | +19.0% | +35.7% | +21.7% |
| 3Y | +54.7% | +90.7% | -36.0% | -37.0% |
| 5Y | +134.0% | +92.8% | +41.2% | -5.2% |
| All | +134.0% | +92.8% | +41.2% | -5.2% |
Cumulative growth
Daily Returns
Daily percentage return beside EFV.
Daily Out/Under-Performance
Portfolio return minus EFV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EFV 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 5y: compounded portfolio wealth divided by compounded EFV 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…
5y analysis · Full analysis span regression · 6 months rolling