+688.0%
ONTO vs VYM
+122.2%
+565.8%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.5% | -0.5% | -0.2% |
| 7D | +9.4% | -1.0% | +10.3% | +10.9% |
| 30D | -4.4% | -2.0% | -2.4% | -1.5% |
| 3M | +1.6% | +3.1% | -1.5% | -2.8% |
| 6M | +45.3% | +8.9% | +36.4% | +28.9% |
| YTD | +76.4% | +14.7% | +61.6% | +45.6% |
| 1Y | +167.2% | +19.4% | +147.7% | +109.0% |
| 3Y | +116.6% | +65.4% | +51.2% | +10.7% |
| 5Y | +263.7% | +77.6% | +186.2% | +74.9% |
| All | +688.0% | +122.2% | +565.8% | +198.5% |
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