+658.6%
ONTO vs VO
+114.8%
+543.8%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -2.0% |
| 3M | -2.5% | +2.9% | -5.4% | -5.3% |
| 6M | +28.2% | +9.3% | +18.9% | +14.6% |
| YTD | +69.8% | +14.2% | +55.6% | +42.5% |
| 1Y | +162.9% | +15.3% | +147.6% | +119.3% |
| 3Y | +95.9% | +56.2% | +39.7% | +9.1% |
| 5Y | +244.5% | +42.4% | +202.0% | +128.3% |
| All | +658.6% | +114.8% | +543.8% | +204.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling