+51.8%
VG vs ONTO
+46.1%
+5.7%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.7% | -8.7% | +1.0% | -8.3% |
| 7D | -16.4% | -17.4% | +1.0% | -17.8% |
| 30D | -10.8% | -43.2% | +32.4% | -16.2% |
| 3M | -6.3% | -35.7% | +29.4% | -9.8% |
| 6M | -12.5% | -38.3% | +25.8% | -13.8% |
| YTD | +76.9% | +17.1% | +59.8% | +70.1% |
| 1Y | +51.8% | +43.1% | +8.6% | +29.6% |
| All | +51.8% | +46.1% | +5.7% | +29.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling