-50.2%
VG vs ONTO
-11.3%
-39.0%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +12.0% | -9.6% | +0.6% |
| 7D | -8.3% | +1.4% | -9.7% | -8.7% |
| 30D | -10.3% | -34.1% | +23.8% | -5.5% |
| 3M | -10.8% | -37.1% | +26.3% | -6.2% |
| 6M | +3.5% | -31.8% | +35.3% | +4.2% |
| YTD | +74.0% | +22.9% | +51.0% | +37.5% |
| 1Y | +48.9% | +39.5% | +9.4% | +11.2% |
| All | -50.2% | -11.3% | -39.0% | -52.9% |
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