+658.6%
ONTO vs VT
+141.0%
+517.6%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | 0.0% | +6.2% | +6.2% |
| 7D | -1.0% | +0.4% | -1.5% | -1.9% |
| 30D | -2.9% | +1.0% | -3.9% | -4.3% |
| 3M | -2.5% | +2.4% | -4.8% | -3.8% |
| 6M | +28.2% | +12.0% | +16.2% | +8.6% |
| YTD | +69.8% | +15.3% | +54.4% | +37.1% |
| 1Y | +162.9% | +22.6% | +140.3% | +92.8% |
| 3Y | +95.9% | +74.7% | +21.3% | -15.5% |
| 5Y | +244.5% | +66.1% | +178.3% | +69.4% |
| All | +658.6% | +141.0% | +517.6% | +120.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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