+459.0%
ONTO vs FTV
+61.8%
+397.3%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.9% | +0.8% | +1.0% |
| 7D | -2.4% | +1.4% | -3.8% | -3.1% |
| 30D | -32.9% | +18.3% | -51.2% | -42.1% |
| 3M | -32.2% | +9.8% | -42.0% | -37.7% |
| 6M | -30.6% | +12.3% | -42.9% | -38.1% |
| YTD | +25.1% | +23.1% | +2.0% | -0.7% |
| 1Y | +40.0% | +32.5% | +7.5% | +3.0% |
| 3Y | +45.7% | +38.3% | +7.4% | +5.5% |
| 5Y | +128.8% | +16.8% | +111.9% | +90.9% |
| All | +459.0% | +61.8% | +397.3% | +264.8% |
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