+128.8%
ONTO vs VTEB
+3.3%
+125.5%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.4% | +2.2% | +2.2% |
| 7D | -2.4% | +0.7% | -3.1% | -3.1% |
| 30D | -32.9% | +4.0% | -37.0% | -36.0% |
| 3M | -32.2% | -0.5% | -31.7% | -31.3% |
| 6M | -30.6% | -0.6% | -30.0% | -29.5% |
| YTD | +25.1% | +0.4% | +24.7% | +26.0% |
| 1Y | +40.0% | +0.8% | +39.2% | +40.5% |
| 3Y | +45.7% | +11.5% | +34.3% | +23.5% |
| 5Y | +128.8% | +3.4% | +125.3% | +109.5% |
| All | +128.8% | +3.3% | +125.5% | +109.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VTEB.
Daily Out/Under-Performance
Portfolio return minus VTEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTEB 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 5y: compounded portfolio wealth divided by compounded VTEB 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…
5y analysis · Full analysis span regression · 6 months rolling