+296.3%
ONTO vs VSXY
+37.4%
+258.9%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VSXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +2.6% | +3.6% | +5.5% |
| 7D | -1.0% | -14.0% | +13.0% | +2.4% |
| 30D | -2.9% | -15.9% | +13.0% | +0.6% |
| 3M | -2.5% | +3.4% | -5.9% | -4.4% |
| 6M | +28.2% | +25.9% | +2.3% | +16.8% |
| YTD | +69.8% | +39.5% | +30.3% | +49.7% |
| 1Y | +162.9% | +194.4% | -31.5% | +90.3% |
| 3Y | +95.9% | +281.4% | -185.5% | +20.6% |
| 5Y | +244.5% | +12.8% | +231.7% | +171.1% |
| All | +296.3% | +37.4% | +258.9% | +205.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling