+24.1%
VRSK vs ONTO
+696.1%
-672.0%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +4.6% | -4.4% | -0.1% |
| 7D | -5.2% | +4.9% | -10.1% | -5.5% |
| 30D | -2.3% | -16.6% | +14.3% | -1.2% |
| 3M | -2.9% | -7.3% | +4.4% | -3.7% |
| 6M | -12.8% | +45.9% | -58.7% | -18.4% |
| YTD | -20.8% | +78.2% | -99.0% | -28.0% |
| 1Y | -33.2% | +159.8% | -193.0% | -42.7% |
| 3Y | -26.6% | +123.4% | -150.0% | -41.6% |
| 5Y | -11.3% | +265.8% | -277.1% | -40.7% |
| All | +24.1% | +696.1% | -672.0% | -43.7% |
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