+167.2%
ONTO vs ITOT
+18.5%
+148.7%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.5% | -0.4% | +0.7% |
| 7D | +9.4% | -0.4% | +9.7% | +10.3% |
| 30D | -4.4% | -1.6% | -2.9% | +0.4% |
| 3M | +1.6% | +3.5% | -1.9% | -6.3% |
| 6M | +45.3% | +13.1% | +32.1% | +6.1% |
| YTD | +76.4% | +12.7% | +63.6% | +30.9% |
| 1Y | +167.2% | +18.3% | +148.9% | +67.9% |
| All | +167.2% | +18.5% | +148.7% | +67.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling