+238.0%
ONTO vs VMC
+52.7%
+185.4%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +0.9% | +5.2% | +5.5% |
| 7D | -1.0% | -4.3% | +3.3% | +2.4% |
| 30D | -2.9% | -8.2% | +5.4% | +3.6% |
| 3M | -2.5% | -7.0% | +4.6% | +0.8% |
| 6M | +28.2% | -10.8% | +39.0% | +37.3% |
| YTD | +69.8% | -7.4% | +77.2% | +74.1% |
| 1Y | +162.9% | -9.5% | +172.4% | +173.6% |
| 3Y | +95.9% | +20.5% | +75.5% | +58.5% |
| All | +238.0% | +52.7% | +185.4% | +119.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling