+34.0%
VSH vs ONTO
+104.0%
-70.0%
-56.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +6.2% | -1.7% | +1.5% |
| 7D | +4.1% | -1.0% | +5.1% | +4.5% |
| 30D | -4.2% | -2.9% | -1.3% | -3.6% |
| 3M | -50.0% | -2.5% | -47.5% | -49.4% |
| 6M | +80.2% | +28.2% | +52.0% | +62.1% |
| YTD | +121.1% | +69.8% | +51.3% | +77.4% |
| 1Y | +112.0% | +162.9% | -50.9% | +42.6% |
| All | +34.0% | +104.0% | -70.0% | -10.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling