+472.9%
ONTO vs VT
+131.8%
+341.0%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | 0.0% | +5.7% | +5.7% |
| 7D | -5.5% | -1.6% | -3.9% | -2.3% |
| 30D | -38.3% | -2.5% | -35.8% | -34.7% |
| 3M | -24.6% | -1.3% | -23.3% | -21.4% |
| 6M | -30.9% | +3.1% | -34.0% | -31.8% |
| YTD | +28.2% | +10.9% | +17.3% | +12.7% |
| 1Y | +53.7% | +12.1% | +41.6% | +33.2% |
| 3Y | +70.2% | +73.9% | -3.7% | -24.5% |
| 5Y | +140.1% | +58.0% | +82.1% | +30.6% |
| All | +472.9% | +131.8% | +341.0% | +80.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling