+63.2%
VSH vs ONTO
+459.0%
-395.9%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.8% | -0.3% | +0.5% |
| 7D | -1.6% | -2.4% | +0.8% | -0.1% |
| 30D | -21.3% | -32.9% | +11.6% | -3.2% |
| 3M | -18.9% | -32.2% | +13.3% | -1.7% |
| 6M | -21.4% | -30.6% | +9.2% | -5.5% |
| YTD | +86.8% | +25.1% | +61.7% | +68.7% |
| 1Y | +85.8% | +40.0% | +45.7% | +59.0% |
| 3Y | +30.1% | +45.7% | -15.6% | -5.9% |
| 5Y | +42.8% | +128.8% | -86.0% | -25.7% |
| All | +63.2% | +459.0% | -395.9% | -57.3% |
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