+238.0%
ONTO vs RVTY
-30.5%
+268.6%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -0.3% | +6.5% | +6.3% |
| 7D | -1.0% | +1.1% | -2.1% | -1.7% |
| 30D | -2.9% | +13.2% | -16.1% | -9.6% |
| 3M | -2.5% | +27.2% | -29.7% | -15.6% |
| 6M | +28.2% | +32.4% | -4.2% | +7.2% |
| YTD | +69.8% | +34.9% | +34.9% | +39.6% |
| 1Y | +162.9% | +52.4% | +110.5% | +100.6% |
| 3Y | +95.9% | +12.3% | +83.7% | +73.2% |
| All | +238.0% | -30.5% | +268.6% | +287.9% |
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