+315.7%
ONTO vs VSXY
+42.7%
+273.0%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +3.9% | +1.0% | +3.9% |
| 7D | +9.7% | -6.8% | +16.4% | +11.3% |
| 30D | -8.8% | -20.4% | +11.5% | -4.2% |
| 3M | +4.5% | +2.9% | +1.6% | +2.6% |
| 6M | +56.4% | +67.9% | -11.5% | +32.8% |
| YTD | +78.1% | +44.9% | +33.2% | +55.6% |
| 1Y | +171.3% | +205.9% | -34.7% | +94.6% |
| 3Y | +118.7% | +373.9% | -255.2% | +27.1% |
| 5Y | +269.4% | +23.5% | +245.9% | +188.0% |
| All | +315.7% | +42.7% | +273.0% | +217.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VSXY.
Daily Out/Under-Performance
Portfolio return minus VSXY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSXY 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 10y: compounded portfolio wealth divided by compounded VSXY 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…
10y analysis · Full analysis span regression · 6 months rolling