+112.2%
VSH vs ONTO
+168.3%
-56.0%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.0% | +1.7% | +1.3% |
| 7D | +3.5% | +9.4% | -5.8% | -2.2% |
| 30D | -4.4% | -4.4% | +0.1% | -2.9% |
| 3M | -45.8% | +1.6% | -47.4% | -46.9% |
| 6M | +90.1% | +45.3% | +44.9% | +54.4% |
| YTD | +120.3% | +76.4% | +44.0% | +62.1% |
| 1Y | +112.2% | +167.2% | -54.9% | +33.8% |
| All | +112.2% | +168.3% | -56.0% | +33.8% |
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