+459.0%
ONTO vs VYM
+124.5%
+334.5%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.4% | +1.3% | +1.1% |
| 7D | -2.4% | +0.1% | -2.5% | -1.9% |
| 30D | -32.9% | +3.0% | -35.9% | -35.6% |
| 3M | -32.2% | -1.0% | -31.2% | -30.8% |
| 6M | -30.6% | +6.4% | -37.0% | -36.3% |
| YTD | +25.1% | +15.9% | +9.2% | +2.2% |
| 1Y | +40.0% | +18.7% | +21.3% | +10.4% |
| 3Y | +45.7% | +72.8% | -27.1% | -29.6% |
| 5Y | +128.8% | +71.2% | +57.5% | +15.4% |
| All | +459.0% | +124.5% | +334.5% | +109.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VYM.
Daily Out/Under-Performance
Portfolio return minus VYM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VYM 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 10y: compounded portfolio wealth divided by compounded VYM 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…
10y analysis · Full analysis span regression · 6 months rolling