+31.0%
VNQ vs ONTO
+696.1%
-665.1%
-42.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +4.6% | -3.9% | +0.1% |
| 7D | -1.3% | +4.9% | -6.2% | -2.0% |
| 30D | -2.6% | -16.6% | +14.0% | -0.3% |
| 3M | -2.0% | -7.3% | +5.3% | -3.0% |
| 6M | +4.3% | +45.9% | -41.6% | -5.3% |
| YTD | +9.2% | +78.2% | -68.9% | -4.8% |
| 1Y | +5.6% | +159.8% | -154.2% | -14.8% |
| 3Y | +30.8% | +123.4% | -92.6% | -2.8% |
| 5Y | +8.0% | +265.8% | -257.8% | -34.5% |
| All | +31.0% | +696.1% | -665.1% | -49.1% |
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