+582.5%
ONTO vs RVMD
+644.5%
-62.0%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +33.3% |
| 1Y | +162.9% | +439.2% | -276.3% | +73.8% |
| 3Y | +95.9% | +499.2% | -403.3% | +21.0% |
| 5Y | +244.5% | +621.7% | -377.2% | +86.2% |
| All | +582.5% | +644.5% | -62.0% | +228.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling