+459.0%
ONTO vs VMC
+106.9%
+352.2%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.7% | +2.5% | +2.3% |
| 7D | -2.4% | +1.1% | -3.5% | -3.1% |
| 30D | -32.9% | +17.7% | -50.6% | -40.3% |
| 3M | -32.2% | +1.1% | -33.3% | -33.4% |
| 6M | -30.6% | +1.8% | -32.5% | -33.3% |
| YTD | +25.1% | +1.5% | +23.6% | +20.0% |
| 1Y | +40.0% | -1.1% | +41.2% | +36.8% |
| 3Y | +45.7% | +38.8% | +6.9% | +12.7% |
| 5Y | +128.8% | +49.6% | +79.2% | +66.4% |
| All | +459.0% | +106.9% | +352.2% | +214.9% |
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