+169.3%
VTI vs ONTO
+696.1%
-526.8%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +4.6% | -3.8% | -0.2% |
| 7D | -0.9% | +4.9% | -5.8% | -2.0% |
| 30D | -1.4% | -16.6% | +15.2% | +2.1% |
| 3M | +3.6% | -7.3% | +10.9% | +2.5% |
| 6M | +13.6% | +45.9% | -32.3% | -0.3% |
| YTD | +12.9% | +78.2% | -65.3% | -6.4% |
| 1Y | +17.2% | +159.8% | -142.6% | -12.4% |
| 3Y | +75.7% | +123.4% | -47.7% | +22.2% |
| 5Y | +75.4% | +265.8% | -190.4% | -1.7% |
| All | +169.3% | +696.1% | -526.8% | +1.6% |
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