+341.3%
ONTO vs RVMD
+581.6%
-240.3%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RVMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.1% | +8.2% | +2.8% | +9.2% |
| 7D | -14.0% | +0.5% | -14.5% | -13.8% |
| 30D | -43.1% | -4.3% | -38.8% | -42.4% |
| 3M | -35.5% | -2.8% | -32.7% | -35.0% |
| 6M | -41.1% | +27.3% | -68.3% | -43.8% |
| YTD | +9.8% | +141.4% | -131.6% | -12.0% |
| 1Y | +31.5% | +213.3% | -181.7% | -0.9% |
| 3Y | +45.2% | +792.7% | -747.5% | -15.0% |
| 5Y | +86.7% | +470.6% | -383.9% | +6.5% |
| All | +341.3% | +581.6% | -240.3% | +116.9% |
Cumulative growth
Daily Returns
Daily percentage return beside RVMD.
Daily Out/Under-Performance
Portfolio return minus RVMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVMD 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 RVMD 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