+121.9%
RSP vs ONTO
+695.7%
-573.8%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +4.9% | -5.9% | -2.0% |
| 7D | -0.4% | +9.7% | -10.0% | -2.2% |
| 30D | -1.5% | -8.8% | +7.3% | -0.3% |
| 3M | +4.8% | +4.5% | +0.3% | +1.0% |
| 6M | +10.3% | +56.4% | -46.1% | -3.7% |
| YTD | +14.1% | +78.1% | -64.0% | -3.8% |
| 1Y | +17.0% | +171.3% | -154.2% | -11.2% |
| 3Y | +54.2% | +118.7% | -64.5% | +9.6% |
| 5Y | +51.5% | +269.4% | -217.9% | -14.6% |
| All | +121.9% | +695.7% | -573.8% | -17.9% |
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