+176.5%
VOO vs ONTO
+661.2%
-484.6%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -3.4% | +2.8% | +0.1% |
| 7D | -2.0% | +6.5% | -8.5% | -3.4% |
| 30D | -1.7% | -15.9% | +14.2% | +1.5% |
| 3M | +4.7% | -0.2% | +4.9% | +1.8% |
| 6M | +12.6% | +38.7% | -26.2% | +0.4% |
| YTD | +11.8% | +70.4% | -58.6% | -5.7% |
| 1Y | +17.5% | +153.6% | -136.1% | -10.6% |
| 3Y | +77.0% | +109.2% | -32.2% | +26.9% |
| 5Y | +82.6% | +249.7% | -167.2% | +5.6% |
| All | +176.5% | +661.2% | -484.6% | +8.0% |
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 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