+235.4%
TRV vs ONTO
+696.1%
-460.7%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +4.6% | -2.5% | +1.7% |
| 7D | +1.9% | +4.9% | -3.0% | +1.4% |
| 30D | +1.7% | -16.6% | +18.3% | +3.2% |
| 3M | +23.9% | -7.3% | +31.2% | +23.0% |
| 6M | +26.3% | +45.9% | -19.7% | +17.8% |
| YTD | +30.8% | +78.2% | -47.4% | +18.2% |
| 1Y | +36.3% | +159.8% | -123.5% | +16.2% |
| 3Y | +145.0% | +123.4% | +21.6% | +95.2% |
| 5Y | +163.9% | +265.8% | -101.9% | +72.3% |
| All | +235.4% | +696.1% | -460.7% | +33.2% |
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