+508.7%
ONTO vs FTV
+62.1%
+446.6%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.9% | +0.2% | +8.6% | +8.7% |
| 7D | +16.4% | -0.7% | +17.0% | +17.9% |
| 30D | -21.4% | +18.3% | -39.8% | -32.1% |
| 3M | -32.7% | +10.2% | -43.0% | -38.4% |
| 6M | -25.2% | +12.8% | -38.0% | -33.5% |
| YTD | +36.2% | +23.4% | +12.9% | +7.9% |
| 1Y | +61.2% | +31.4% | +29.7% | +19.6% |
| 3Y | +58.7% | +38.7% | +20.0% | +14.7% |
| 5Y | +143.6% | +18.6% | +125.1% | +101.0% |
| All | +508.7% | +62.1% | +446.6% | +296.5% |
Cumulative growth
Daily Returns
Daily percentage return beside FTV.
Daily Out/Under-Performance
Portfolio return minus FTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FTV 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 FTV 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