+156.2%
ONTO vs VSXY
+96.5%
+59.8%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VSXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.1% | +1.6% | +9.4% | +10.7% |
| 7D | -14.0% | +11.8% | -25.9% | -16.5% |
| 30D | -43.1% | +25.9% | -69.0% | -46.4% |
| 3M | -35.5% | +15.5% | -51.0% | -38.3% |
| 6M | -41.1% | +109.7% | -150.8% | -52.7% |
| YTD | +9.8% | +99.5% | -89.7% | -11.6% |
| 1Y | +31.5% | +197.5% | -166.0% | -5.0% |
| 3Y | +45.2% | +453.3% | -408.1% | -18.0% |
| 5Y | +86.7% | +110.3% | -23.6% | +33.5% |
| All | +156.2% | +96.5% | +59.8% | +80.5% |
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