+69.5%
ONTO vs VT
+73.6%
-4.0%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | 0.0% | +5.7% | +5.7% |
| 7D | -5.5% | -1.6% | -3.9% | -0.8% |
| 30D | -38.3% | -2.5% | -35.8% | -33.1% |
| 3M | -24.6% | -1.3% | -23.3% | -20.2% |
| 6M | -30.9% | +3.1% | -34.0% | -32.7% |
| YTD | +28.2% | +10.9% | +17.3% | +5.4% |
| 1Y | +53.7% | +12.1% | +41.6% | +23.6% |
| All | +69.5% | +73.6% | -4.0% | -42.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling