+40.8%
ONTO vs VO
+60.6%
-19.8%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.1% | -0.1% | +11.2% | +11.4% |
| 7D | -14.0% | -2.6% | -11.5% | -8.0% |
| 30D | -43.1% | -0.9% | -42.1% | -41.2% |
| 3M | -35.5% | -3.0% | -32.5% | -29.7% |
| 6M | -41.1% | +2.2% | -43.3% | -41.7% |
| YTD | +9.8% | +10.6% | -0.8% | -6.9% |
| 1Y | +31.5% | +12.5% | +19.0% | +7.7% |
| All | +40.8% | +60.6% | -19.8% | -33.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling