+25.4%
VRSK vs ONTO
+688.0%
-662.6%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -1.0% | +2.4% | +1.5% |
| 7D | -5.4% | +9.4% | -14.8% | -6.1% |
| 30D | -1.8% | -4.4% | +2.7% | -1.7% |
| 3M | -2.2% | +1.6% | -3.8% | -4.0% |
| 6M | -14.9% | +45.3% | -60.2% | -20.3% |
| YTD | -20.0% | +76.4% | -96.4% | -27.2% |
| 1Y | -33.1% | +167.2% | -200.3% | -42.9% |
| 3Y | -25.6% | +116.6% | -142.2% | -40.6% |
| 5Y | -10.1% | +263.7% | -273.9% | -39.9% |
| All | +25.4% | +688.0% | -662.6% | -43.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling