-100.0%
VIVK vs ONTO
+246.7%
-346.7%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -3.4% | +5.8% | +2.4% |
| 7D | -9.5% | +6.5% | -16.0% | -9.5% |
| 30D | -35.1% | -15.9% | -19.2% | -35.0% |
| 3M | -93.4% | -0.2% | -93.2% | -93.4% |
| 6M | -98.0% | +38.7% | -136.7% | -98.0% |
| YTD | -97.9% | +70.4% | -168.2% | -97.9% |
| 1Y | -100.0% | +153.6% | -253.6% | -100.0% |
| 3Y | -100.0% | +109.2% | -209.2% | -100.0% |
| 5Y | -100.0% | +249.7% | -349.7% | -100.0% |
| All | -100.0% | +246.7% | -346.7% | -100.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling