+238.0%
ONTO vs VEU
+56.2%
+181.8%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +0.5% | +5.6% | +5.1% |
| 7D | -1.0% | +1.1% | -2.2% | -3.2% |
| 30D | -2.9% | +2.2% | -5.1% | -6.3% |
| 3M | -2.5% | +3.0% | -5.4% | -4.6% |
| 6M | +28.2% | +10.9% | +17.4% | +10.2% |
| YTD | +69.8% | +18.2% | +51.6% | +29.7% |
| 1Y | +162.9% | +28.3% | +134.6% | +74.7% |
| 3Y | +95.9% | +74.6% | +21.3% | -21.9% |
| All | +238.0% | +56.2% | +181.8% | +76.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling