+449.2%
ONTO vs STT
+220.9%
+228.3%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | STT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +3.2% | +8.8% | +9.7% |
| 7D | +1.4% | +0.9% | +0.5% | +1.2% |
| 30D | -34.1% | -2.3% | -31.8% | -32.4% |
| 3M | -37.1% | -7.0% | -30.1% | -33.2% |
| 6M | -31.8% | +15.5% | -47.3% | -37.5% |
| YTD | +22.9% | +35.6% | -12.7% | +1.1% |
| 1Y | +39.5% | +47.9% | -8.4% | +8.4% |
| 3Y | +57.7% | +181.1% | -123.4% | -20.1% |
| 5Y | +115.8% | +108.2% | +7.6% | +27.8% |
| All | +449.2% | +220.9% | +228.3% | +126.0% |
Cumulative growth
Daily Returns
Daily percentage return beside STT.
Daily Out/Under-Performance
Portfolio return minus STT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STT 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 STT 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