+695.7%
ONTO vs ITOT
+170.1%
+525.6%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -0.6% | +5.4% | +5.9% |
| 7D | +9.7% | +0.7% | +9.0% | +8.2% |
| 30D | -8.8% | -1.1% | -7.7% | -7.0% |
| 3M | +4.5% | +3.9% | +0.6% | -0.2% |
| 6M | +56.4% | +14.7% | +41.7% | +27.5% |
| YTD | +78.1% | +13.3% | +64.7% | +49.3% |
| 1Y | +171.3% | +19.1% | +152.1% | +111.5% |
| 3Y | +118.7% | +77.3% | +41.3% | -2.4% |
| 5Y | +269.4% | +74.1% | +195.3% | +78.3% |
| All | +695.7% | +170.1% | +525.6% | +104.2% |
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