+390.5%
ONTO vs VIG
+130.9%
+259.6%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.1% | -0.4% | +11.5% | +11.7% |
| 7D | -14.0% | -1.8% | -12.3% | -11.2% |
| 30D | -43.1% | +2.7% | -45.8% | -45.6% |
| 3M | -35.5% | 0.0% | -35.5% | -35.6% |
| 6M | -41.1% | +6.8% | -47.8% | -47.0% |
| YTD | +9.8% | +12.1% | -2.3% | -7.8% |
| 1Y | +31.5% | +14.8% | +16.7% | +6.4% |
| 3Y | +45.2% | +62.4% | -17.3% | -27.8% |
| 5Y | +86.7% | +59.6% | +27.1% | -1.3% |
| All | +390.5% | +130.9% | +259.6% | +72.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling