+61.2%
ONTO vs VOO
+13.0%
+48.2%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.9% | +1.3% | +7.6% | +4.6% |
| 7D | +16.4% | -0.9% | +17.3% | +21.8% |
| 30D | -21.4% | -2.3% | -19.1% | -13.2% |
| 3M | -32.7% | -1.2% | -31.6% | -28.4% |
| 6M | -25.2% | +3.3% | -28.5% | -28.9% |
| YTD | +36.2% | +12.3% | +23.9% | +4.4% |
| 1Y | +61.2% | +12.5% | +48.7% | +23.3% |
| All | +61.2% | +13.0% | +48.2% | +23.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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