+658.6%
ONTO vs VYM
+124.3%
+534.3%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -0.4% | +6.6% | +6.8% |
| 7D | -1.0% | 0.0% | -1.0% | -1.0% |
| 30D | -2.9% | -0.5% | -2.3% | -2.1% |
| 3M | -2.5% | +3.0% | -5.5% | -6.5% |
| 6M | +28.2% | +8.2% | +20.0% | +15.1% |
| YTD | +69.8% | +15.8% | +54.0% | +38.2% |
| 1Y | +162.9% | +20.8% | +142.0% | +102.0% |
| 3Y | +95.9% | +65.3% | +30.7% | +0.1% |
| 5Y | +244.5% | +76.6% | +167.9% | +66.3% |
| All | +658.6% | +124.3% | +534.3% | +183.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling