-51.4%
VG vs ONTO
-20.8%
-30.6%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +11.1% | -11.0% | -1.5% |
| 7D | -22.0% | -14.0% | -8.0% | -20.4% |
| 30D | -11.6% | -43.1% | +31.4% | -4.9% |
| 3M | -14.9% | -35.5% | +20.6% | -11.2% |
| 6M | -3.5% | -41.1% | +37.5% | -0.3% |
| YTD | +70.0% | +9.8% | +60.2% | +36.8% |
| 1Y | +50.0% | +31.5% | +18.5% | +11.5% |
| All | -51.4% | -20.8% | -30.6% | -53.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling