+658.6%
ONTO vs VOO
+181.5%
+477.1%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -0.4% | +6.5% | +6.8% |
| 7D | -1.0% | +0.1% | -1.1% | -1.3% |
| 30D | -2.9% | +0.1% | -3.0% | -2.9% |
| 3M | -2.5% | +2.0% | -4.5% | -3.7% |
| 6M | +28.2% | +13.0% | +15.2% | +7.6% |
| YTD | +69.8% | +13.6% | +56.2% | +41.9% |
| 1Y | +162.9% | +20.1% | +142.8% | +102.5% |
| 3Y | +95.9% | +77.6% | +18.4% | -11.9% |
| 5Y | +244.5% | +82.4% | +162.0% | +56.0% |
| All | +658.6% | +181.5% | +477.1% | +90.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling