+143.6%
ONTO vs VIG
+65.3%
+78.4%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.9% | +0.8% | +8.1% | +7.3% |
| 7D | +16.4% | -0.3% | +16.7% | +18.6% |
| 30D | -21.4% | +4.9% | -26.4% | -28.6% |
| 3M | -32.7% | +2.9% | -35.7% | -36.5% |
| 6M | -25.2% | +11.2% | -36.4% | -39.5% |
| YTD | +36.2% | +16.0% | +20.3% | +2.5% |
| 1Y | +61.2% | +17.0% | +44.2% | +19.5% |
| 3Y | +58.7% | +66.9% | -8.2% | -37.1% |
| 5Y | +143.6% | +65.8% | +77.8% | +3.2% |
| All | +143.6% | +65.3% | +78.4% | +3.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling