+615.8%
ONTO vs RVMD
+634.9%
-19.1%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RVMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -1.3% | +6.2% | +5.2% |
| 7D | +9.7% | -1.2% | +10.9% | +9.9% |
| 30D | -8.8% | +1.1% | -9.9% | -9.1% |
| 3M | +4.5% | +39.6% | -35.1% | -2.3% |
| 6M | +56.4% | +110.7% | -54.3% | +30.9% |
| YTD | +78.1% | +160.3% | -82.2% | +40.2% |
| 1Y | +171.3% | +404.9% | -233.7% | +82.1% |
| 3Y | +118.7% | +545.5% | -426.8% | +32.5% |
| 5Y | +269.4% | +584.7% | -315.3% | +101.8% |
| All | +615.8% | +634.9% | -19.1% | +245.7% |
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