+104.5%
OVV vs ONTO
+136.3%
-31.7%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -2.5% | +4.7% | +2.6% |
| 7D | +6.5% | +34.4% | -27.9% | +1.2% |
| 30D | -2.7% | -20.4% | +17.8% | +0.2% |
| 3M | +3.1% | -37.8% | +41.0% | +9.9% |
| 6M | +12.8% | -24.6% | +37.4% | +12.3% |
| YTD | +68.1% | +32.8% | +35.3% | +42.8% |
| 1Y | +73.6% | +54.7% | +18.9% | +41.3% |
| 3Y | +57.6% | +54.7% | +2.9% | +12.0% |
| 5Y | +104.5% | +134.0% | -29.5% | +5.7% |
| All | +104.5% | +136.3% | -31.7% | +5.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling