+68.5%
VG vs ONTO
+52.3%
+16.3%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.9% | +2.0% | -1.1% |
| 7D | +14.0% | +17.5% | -3.5% | +15.3% |
| 30D | -1.0% | -15.7% | +14.7% | -3.4% |
| 3M | -2.7% | -39.7% | +37.0% | -9.4% |
| 6M | +1.5% | -26.5% | +28.0% | +1.6% |
| YTD | +93.7% | +29.0% | +64.7% | +107.0% |
| 1Y | +68.5% | +57.0% | +11.6% | +83.0% |
| All | +68.5% | +52.3% | +16.3% | +83.0% |
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