+76.9%
VOO vs ONTO
+113.5%
-36.6%
-18.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.0% | +0.5% | -0.3% |
| 7D | -0.4% | +9.4% | -9.7% | -1.6% |
| 30D | -1.4% | -4.4% | +3.1% | -1.1% |
| 3M | +3.7% | +1.6% | +2.1% | +1.6% |
| 6M | +13.0% | +45.3% | -32.2% | +4.1% |
| YTD | +12.4% | +76.4% | -63.9% | -0.1% |
| 1Y | +18.6% | +167.2% | -148.6% | -2.0% |
| All | +76.9% | +113.5% | -36.6% | +40.2% |
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