+48.2%
OVV vs ONTO
+97.2%
-49.0%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +6.2% | -7.9% | -2.4% |
| 7D | +0.3% | -1.0% | +1.3% | +0.3% |
| 30D | +11.7% | -2.9% | +14.6% | +11.4% |
| 3M | +9.8% | -2.5% | +12.3% | +7.6% |
| 6M | +26.6% | +28.2% | -1.6% | +17.2% |
| YTD | +67.0% | +69.8% | -2.8% | +45.9% |
| 1Y | +55.9% | +162.9% | -107.0% | +23.7% |
| All | +48.2% | +97.2% | -49.0% | +15.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling