+238.0%
ONTO vs VO
+42.6%
+195.4%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -0.2% | +6.4% | +6.5% |
| 7D | -1.0% | -0.3% | -0.8% | -0.6% |
| 30D | -2.9% | -0.3% | -2.6% | -1.8% |
| 3M | -2.5% | +2.9% | -5.4% | -5.8% |
| 6M | +28.2% | +9.3% | +18.9% | +12.5% |
| YTD | +69.8% | +14.2% | +55.6% | +38.7% |
| 1Y | +162.9% | +15.3% | +147.6% | +113.1% |
| 3Y | +95.9% | +56.2% | +39.7% | +0.5% |
| All | +238.0% | +42.6% | +195.4% | +112.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling