+449.2%
ONTO vs ITOT
+165.6%
+283.6%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +2.5% | +9.5% | +7.5% |
| 7D | +1.4% | +0.2% | +1.2% | +2.0% |
| 30D | -34.1% | -3.0% | -31.1% | -29.2% |
| 3M | -37.1% | -2.7% | -34.3% | -32.5% |
| 6M | -31.8% | +2.6% | -34.4% | -31.8% |
| YTD | +22.9% | +11.5% | +11.4% | +8.3% |
| 1Y | +39.5% | +13.5% | +26.0% | +19.7% |
| 3Y | +57.7% | +79.7% | -22.0% | -29.3% |
| 5Y | +115.8% | +64.2% | +51.6% | +16.0% |
| All | +449.2% | +165.6% | +283.6% | +48.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ITOT.
Daily Out/Under-Performance
Portfolio return minus ITOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ITOT 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 ITOT 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