+476.3%
ONTO vs VMC
+100.6%
+375.7%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.6% | -2.3% | -2.5% |
| 7D | +17.5% | -1.3% | +18.8% | +18.6% |
| 30D | -15.7% | +15.5% | -31.1% | -24.1% |
| 3M | -39.7% | +0.6% | -40.3% | -40.6% |
| 6M | -26.5% | +2.1% | -28.6% | -29.5% |
| YTD | +29.0% | -1.6% | +30.6% | +26.2% |
| 1Y | +57.0% | -1.2% | +58.1% | +53.1% |
| 3Y | +50.0% | +35.3% | +14.7% | +17.9% |
| 5Y | +127.3% | +43.6% | +83.7% | +69.6% |
| All | +476.3% | +100.6% | +375.7% | +231.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VMC.
Daily Out/Under-Performance
Portfolio return minus VMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VMC 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 10y: compounded portfolio wealth divided by compounded VMC 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…
10y analysis · Full analysis span regression · 6 months rolling