+143.6%
ONTO vs VOO
+75.1%
+68.5%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.9% | +1.3% | +7.6% | +6.1% |
| 7D | +16.4% | -0.9% | +17.3% | +20.4% |
| 30D | -21.4% | -2.3% | -19.1% | -15.7% |
| 3M | -32.7% | -1.2% | -31.6% | -29.5% |
| 6M | -25.2% | +3.3% | -28.5% | -26.7% |
| YTD | +36.2% | +12.3% | +23.9% | +14.6% |
| 1Y | +61.2% | +12.5% | +48.7% | +35.7% |
| 3Y | +58.7% | +79.2% | -20.5% | -38.5% |
| 5Y | +143.6% | +75.7% | +68.0% | +7.3% |
| All | +143.6% | +75.1% | +68.5% | +7.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling