+57.7%
ONTO vs ITOT
+77.8%
-20.1%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +2.5% | +9.5% | +5.5% |
| 7D | +1.4% | +0.2% | +1.2% | +1.9% |
| 30D | -34.1% | -3.0% | -31.1% | -27.2% |
| 3M | -37.1% | -2.7% | -34.3% | -30.8% |
| 6M | -31.8% | +2.6% | -34.4% | -32.5% |
| YTD | +22.9% | +11.5% | +11.4% | +1.5% |
| 1Y | +39.5% | +13.5% | +26.0% | +10.7% |
| 3Y | +57.7% | +79.7% | -22.0% | -51.0% |
| All | +57.7% | +77.8% | -20.1% | -51.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling