+99.7%
ONTO vs VMC
+21.0%
+78.7%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +0.9% | +5.2% | +5.5% |
| 7D | -1.0% | -4.3% | +3.3% | +2.1% |
| 30D | -2.9% | -8.2% | +5.4% | +2.9% |
| 3M | -2.5% | -7.0% | +4.6% | +0.3% |
| 6M | +28.2% | -10.8% | +39.0% | +36.4% |
| YTD | +69.8% | -7.4% | +77.2% | +72.5% |
| 1Y | +162.9% | -9.5% | +172.4% | +170.8% |
| All | +99.7% | +21.0% | +78.7% | +64.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling