+137.6%
ONTO vs VFC
-69.3%
+206.9%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VFC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -3.0% | +0.4% | -1.5% |
| 7D | +34.4% | -1.4% | +35.8% | +35.1% |
| 30D | -20.4% | +24.6% | -45.1% | -26.2% |
| 3M | -37.8% | +38.4% | -76.3% | -44.6% |
| 6M | -24.6% | +15.3% | -39.8% | -29.3% |
| YTD | +32.8% | +12.7% | +20.1% | +24.8% |
| 1Y | +54.7% | +32.7% | +22.0% | +37.2% |
| 3Y | +54.7% | +43.7% | +11.0% | +21.0% |
| All | +137.6% | -69.3% | +206.9% | +356.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VFC.
Daily Out/Under-Performance
Portfolio return minus VFC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VFC 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 VFC 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