-44.1%
VG vs ONTO
-4.1%
-39.9%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -2.5% | +7.2% | +5.1% |
| 7D | +15.1% | +34.4% | -19.3% | +9.9% |
| 30D | -4.2% | -20.4% | +16.3% | -1.7% |
| 3M | -3.1% | -37.8% | +34.7% | +2.3% |
| 6M | +0.3% | -24.6% | +24.9% | -0.6% |
| YTD | +95.5% | +32.8% | +62.7% | +52.7% |
| 1Y | +64.4% | +54.7% | +9.7% | +19.7% |
| All | -44.1% | -4.1% | -39.9% | -47.7% |
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 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