+254.5%
OVV vs ONTO
+449.2%
-194.7%
-90.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +12.0% | -12.0% | -3.4% |
| 7D | -10.7% | +1.4% | -12.1% | -11.8% |
| 30D | -5.3% | -34.1% | +28.8% | +4.7% |
| 3M | +2.4% | -37.1% | +39.5% | +12.5% |
| 6M | +5.7% | -31.8% | +37.5% | +7.8% |
| YTD | +56.8% | +22.9% | +33.8% | +24.7% |
| 1Y | +59.3% | +39.5% | +19.8% | +19.9% |
| 3Y | +49.0% | +57.7% | -8.7% | -13.4% |
| 5Y | +88.1% | +115.8% | -27.7% | -18.1% |
| All | +254.5% | +449.2% | -194.7% | -7.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ONTO.
Daily Out/Under-Performance
Portfolio return minus ONTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ONTO 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 ONTO 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