+658.6%
ONTO vs VEU
+104.7%
+553.9%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +0.5% | +5.6% | +5.2% |
| 7D | -1.0% | +1.1% | -2.2% | -3.0% |
| 30D | -2.9% | +2.2% | -5.1% | -5.9% |
| 3M | -2.5% | +3.0% | -5.4% | -4.2% |
| 6M | +28.2% | +10.9% | +17.4% | +12.1% |
| YTD | +69.8% | +18.2% | +51.6% | +33.6% |
| 1Y | +162.9% | +28.3% | +134.6% | +82.3% |
| 3Y | +95.9% | +74.6% | +21.3% | -14.7% |
| 5Y | +244.5% | +56.4% | +188.1% | +85.1% |
| All | +658.6% | +104.7% | +553.9% | +170.9% |
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