+147.3%
V vs ONTO
+459.0%
-311.8%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.8% | -1.6% | 0.0% |
| 7D | +0.6% | -2.4% | +3.0% | +0.5% |
| 30D | +9.7% | -32.9% | +42.7% | +15.1% |
| 3M | +17.3% | -32.2% | +49.5% | +21.8% |
| 6M | +33.2% | -30.6% | +63.8% | +34.4% |
| YTD | +21.3% | +25.1% | -3.8% | +8.0% |
| 1Y | +27.3% | +40.0% | -12.7% | +10.5% |
| 3Y | +76.1% | +45.7% | +30.4% | +35.0% |
| 5Y | +103.5% | +128.8% | -25.3% | +27.3% |
| All | +147.3% | +459.0% | -311.8% | -3.6% |
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