+42.6%
VSH vs ONTO
+112.9%
-70.3%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.4% | +12.0% | +1.5% | +7.5% |
| 7D | +3.5% | +1.4% | +2.1% | +3.1% |
| 30D | -22.4% | -34.1% | +11.7% | -4.6% |
| 3M | -25.2% | -37.1% | +11.9% | -6.7% |
| 6M | -22.5% | -31.8% | +9.3% | -6.6% |
| YTD | +84.2% | +22.9% | +61.3% | +71.9% |
| 1Y | +87.1% | +39.5% | +47.6% | +65.5% |
| 3Y | +31.7% | +57.7% | -26.0% | -3.0% |
| 5Y | +42.6% | +115.8% | -73.2% | -16.7% |
| All | +42.6% | +112.9% | -70.3% | -16.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling