+162.9%
ONTO vs VO
+15.8%
+147.1%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -0.2% | +6.4% | +6.8% |
| 7D | -1.0% | -0.3% | -0.8% | -0.3% |
| 30D | -2.9% | -0.3% | -2.6% | -1.2% |
| 3M | -2.5% | +2.9% | -5.4% | -8.3% |
| 6M | +28.2% | +9.3% | +18.9% | +3.6% |
| YTD | +69.8% | +14.2% | +55.6% | +23.9% |
| 1Y | +162.9% | +15.3% | +147.6% | +97.4% |
| All | +162.9% | +15.8% | +147.1% | +97.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 1y: compounded portfolio wealth divided by compounded VO 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…
1y analysis · Full analysis span regression · 6 months rolling