+267.3%
ONTO vs VTEB
+2.0%
+265.2%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | 0.0% | +4.9% | +4.9% |
| 7D | +9.7% | -0.2% | +9.9% | +10.0% |
| 30D | -8.8% | -1.6% | -7.2% | -6.8% |
| 3M | +4.5% | -2.0% | +6.5% | +7.4% |
| 6M | +56.4% | -1.7% | +58.1% | +60.2% |
| YTD | +78.1% | -0.6% | +78.7% | +80.7% |
| 1Y | +171.3% | +1.8% | +169.4% | +169.0% |
| 3Y | +118.7% | +9.6% | +109.1% | +88.6% |
| All | +267.3% | +2.0% | +265.2% | +263.5% |
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