+91.5%
ONTO vs RVTY
-7.4%
+98.9%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.1% | +2.8% | +8.2% | +9.5% |
| 7D | -14.0% | -1.2% | -12.8% | -12.9% |
| 30D | -43.1% | +1.0% | -44.1% | -42.9% |
| 3M | -35.5% | +35.8% | -71.3% | -45.8% |
| 6M | -41.1% | +56.7% | -97.8% | -55.0% |
| YTD | +9.8% | +60.7% | -50.9% | -18.3% |
| 1Y | +31.5% | +73.7% | -42.2% | -7.1% |
| 3Y | +45.2% | +82.8% | -37.6% | -3.7% |
| All | +91.5% | -7.4% | +98.9% | +97.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RVTY.
Daily Out/Under-Performance
Portfolio return minus RVTY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVTY 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 RVTY 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