+390.5%
ONTO vs VEU
+88.2%
+302.3%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.1% | +0.2% | +10.9% | +10.7% |
| 7D | -14.0% | -1.6% | -12.4% | -11.2% |
| 30D | -43.1% | -4.3% | -38.7% | -37.7% |
| 3M | -35.5% | -5.8% | -29.7% | -26.7% |
| 6M | -41.1% | -4.4% | -36.7% | -32.8% |
| YTD | +9.8% | +8.7% | +1.1% | +1.7% |
| 1Y | +31.5% | +12.6% | +18.9% | +15.0% |
| 3Y | +45.2% | +65.2% | -20.1% | -28.9% |
| 5Y | +86.7% | +45.5% | +41.2% | +15.8% |
| All | +390.5% | +88.2% | +302.3% | +106.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling