+67.1%
V vs ONTO
+258.3%
-191.2%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +4.9% | -6.6% | -2.1% |
| 7D | -1.1% | +9.7% | -10.7% | -1.9% |
| 30D | +1.9% | -8.8% | +10.7% | +2.4% |
| 3M | +15.5% | +4.5% | +11.0% | +13.0% |
| 6M | +16.6% | +56.4% | -39.8% | +7.6% |
| YTD | +5.7% | +78.1% | -72.3% | -4.5% |
| 1Y | +8.6% | +171.3% | -162.7% | -8.3% |
| 3Y | +52.5% | +118.7% | -66.1% | +20.6% |
| 5Y | +67.1% | +269.4% | -202.3% | +9.7% |
| All | +67.1% | +258.3% | -191.2% | +9.7% |
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