+354.0%
VGT vs ONTO
+696.1%
-342.1%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +4.6% | -3.4% | -0.3% |
| 7D | -0.2% | +4.9% | -5.1% | -1.8% |
| 30D | -0.4% | -16.6% | +16.2% | +5.0% |
| 3M | +4.4% | -7.3% | +11.8% | +3.7% |
| 6M | +32.1% | +45.9% | -13.9% | +10.9% |
| YTD | +28.8% | +78.2% | -49.4% | +0.1% |
| 1Y | +35.3% | +159.8% | -124.5% | -8.8% |
| 3Y | +124.8% | +123.4% | +1.3% | +41.5% |
| 5Y | +137.9% | +265.8% | -127.9% | +16.5% |
| All | +354.0% | +696.1% | -342.1% | +46.1% |
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 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