+108.7%
ONTO vs ITOT
+79.3%
+29.5%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -0.3% | +6.5% | +6.9% |
| 7D | -1.0% | +0.1% | -1.1% | -1.3% |
| 30D | -2.9% | 0.0% | -2.9% | -2.7% |
| 3M | -2.5% | +2.0% | -4.4% | -4.5% |
| 6M | +28.2% | +13.0% | +15.2% | -0.2% |
| YTD | +69.8% | +14.0% | +55.8% | +30.4% |
| 1Y | +162.9% | +19.9% | +143.0% | +82.1% |
| All | +108.7% | +79.3% | +29.5% | -27.2% |
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 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