+153.6%
ONTO vs VYM
+18.5%
+135.1%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.5% | -2.9% | -1.9% |
| 7D | +6.5% | -1.9% | +8.4% | +12.1% |
| 30D | -15.9% | -2.6% | -13.3% | -9.7% |
| 3M | -0.2% | +3.6% | -3.7% | -9.5% |
| 6M | +38.7% | +8.7% | +30.1% | +10.8% |
| YTD | +70.4% | +14.1% | +56.2% | +22.5% |
| 1Y | +153.6% | +17.8% | +135.8% | +68.1% |
| All | +153.6% | +18.5% | +135.1% | +68.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling