+317.4%
VGT vs ONTO
+476.3%
-158.9%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -2.9% | +1.2% | -0.8% |
| 7D | +2.5% | +17.5% | -15.0% | -2.9% |
| 30D | -9.5% | -15.7% | +6.2% | -5.6% |
| 3M | -9.5% | -39.7% | +30.2% | +3.9% |
| 6M | -1.8% | -26.5% | +24.7% | +2.4% |
| YTD | +18.4% | +29.0% | -10.6% | +0.2% |
| 1Y | +18.7% | +57.0% | -38.2% | -6.2% |
| 3Y | +103.8% | +50.0% | +53.8% | +44.7% |
| 5Y | +104.4% | +127.3% | -22.9% | +15.6% |
| All | +317.4% | +476.3% | -158.9% | +46.2% |
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