+124.4%
VGT vs ONTO
+113.5%
+11.0%
-27.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.0% | +0.8% | +0.1% |
| 7D | +1.5% | +9.4% | -7.9% | -1.0% |
| 30D | +0.5% | -4.4% | +5.0% | +1.1% |
| 3M | +5.3% | +1.6% | +3.7% | +2.1% |
| 6M | +32.4% | +45.3% | -12.8% | +15.3% |
| YTD | +28.6% | +76.4% | -47.8% | +5.4% |
| 1Y | +37.6% | +167.2% | -129.5% | -0.5% |
| All | +124.4% | +113.5% | +11.0% | +57.8% |
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