+58.4%
ONTO vs VEU
+71.8%
-13.4%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.9% | +0.9% | +8.0% | +6.7% |
| 7D | +16.4% | -0.5% | +16.9% | +19.5% |
| 30D | -21.4% | -1.0% | -20.4% | -18.3% |
| 3M | -32.7% | -3.6% | -29.1% | -25.1% |
| 6M | -25.2% | -1.2% | -24.0% | -18.4% |
| YTD | +36.2% | +12.0% | +24.3% | +15.4% |
| 1Y | +61.2% | +13.9% | +47.3% | +32.1% |
| All | +58.4% | +71.8% | -13.4% | -28.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 3y: compounded portfolio wealth divided by compounded VEU 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…
3y analysis · Full analysis span regression · 6 months rolling