+63.4%
VSH vs ONTO
+46.1%
+17.3%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -8.7% | +3.6% | +0.7% |
| 7D | -13.6% | -17.4% | +3.7% | -2.0% |
| 30D | -30.4% | -43.2% | +12.9% | +0.4% |
| 3M | -33.3% | -35.7% | +2.5% | -12.3% |
| 6M | -15.1% | -38.3% | +23.2% | +13.2% |
| YTD | +80.2% | +17.1% | +63.1% | +71.6% |
| 1Y | +63.4% | +43.1% | +20.2% | +39.4% |
| All | +63.4% | +46.1% | +17.3% | +39.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling