+658.6%
ONTO vs VTEB
+9.4%
+649.2%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | 0.0% | +6.1% | +6.1% |
| 7D | -1.0% | -0.8% | -0.3% | +0.4% |
| 30D | -2.9% | -1.3% | -1.6% | -0.3% |
| 3M | -2.5% | -2.1% | -0.3% | +1.8% |
| 6M | +28.2% | -1.7% | +29.9% | +32.9% |
| YTD | +69.8% | -0.6% | +70.3% | +72.7% |
| 1Y | +162.9% | +3.1% | +159.8% | +150.5% |
| 3Y | +95.9% | +9.2% | +86.7% | +63.8% |
| 5Y | +244.5% | +2.2% | +242.3% | +231.3% |
| All | +658.6% | +9.4% | +649.2% | +729.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling