+658.6%
ONTO vs VMC
+88.8%
+569.8%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +0.9% | +5.2% | +5.5% |
| 7D | -1.0% | -4.3% | +3.3% | +2.0% |
| 30D | -2.9% | -8.2% | +5.4% | +2.8% |
| 3M | -2.5% | -7.0% | +4.6% | +0.6% |
| 6M | +28.2% | -10.8% | +39.0% | +36.4% |
| YTD | +69.8% | -7.4% | +77.2% | +74.6% |
| 1Y | +162.9% | -9.5% | +172.4% | +174.0% |
| 3Y | +95.9% | +20.5% | +75.5% | +67.6% |
| 5Y | +244.5% | +51.6% | +192.9% | +152.0% |
| All | +658.6% | +88.8% | +569.8% | +358.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling