+57.7%
ONTO vs VYM
+71.9%
-14.2%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +2.3% | +9.7% | +6.9% |
| 7D | +1.4% | -0.7% | +2.1% | +3.8% |
| 30D | -34.1% | +2.5% | -36.6% | -37.3% |
| 3M | -37.1% | -1.2% | -35.8% | -35.0% |
| 6M | -31.8% | +5.9% | -37.7% | -39.3% |
| YTD | +22.9% | +15.4% | +7.5% | -7.6% |
| 1Y | +39.5% | +18.8% | +20.7% | -1.5% |
| 3Y | +57.7% | +73.8% | -16.2% | -41.1% |
| All | +57.7% | +71.9% | -14.2% | -41.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling