+162.9%
ONTO vs VIG
+16.9%
+146.0%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -0.5% | +6.6% | +7.5% |
| 7D | -1.0% | -0.4% | -0.6% | +0.1% |
| 30D | -2.9% | -1.0% | -1.9% | -0.4% |
| 3M | -2.5% | +2.8% | -5.2% | -10.1% |
| 6M | +28.2% | +8.2% | +20.0% | +2.6% |
| YTD | +69.8% | +11.0% | +58.8% | +26.8% |
| 1Y | +162.9% | +16.1% | +146.7% | +84.3% |
| All | +162.9% | +16.9% | +146.0% | +84.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 1y: compounded portfolio wealth divided by compounded VIG 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…
1y analysis · Full analysis span regression · 6 months rolling