+238.0%
ONTO vs RVMD
+627.7%
-389.7%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RVMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -0.4% | +6.6% | +6.2% |
| 7D | -1.0% | +1.0% | -2.1% | -1.3% |
| 30D | -2.9% | +6.4% | -9.3% | -4.2% |
| 3M | -2.5% | +34.9% | -37.4% | -8.2% |
| 6M | +28.2% | +107.6% | -79.3% | +7.7% |
| YTD | +69.8% | +163.7% | -93.9% | +33.0% |
| 1Y | +162.9% | +439.2% | -276.3% | +71.8% |
| 3Y | +95.9% | +499.2% | -403.3% | +20.3% |
| All | +238.0% | +627.7% | -389.7% | +84.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling