+170.2%
VTI vs ONTO
+695.7%
-525.5%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +4.9% | -5.4% | -1.6% |
| 7D | +0.6% | +9.7% | -9.0% | -1.4% |
| 30D | -1.1% | -8.8% | +7.7% | +0.3% |
| 3M | +3.9% | +4.5% | -0.6% | -0.2% |
| 6M | +14.6% | +56.4% | -41.8% | -1.1% |
| YTD | +13.3% | +78.1% | -64.8% | -6.0% |
| 1Y | +19.2% | +171.3% | -152.1% | -11.9% |
| 3Y | +77.4% | +118.7% | -41.3% | +24.2% |
| 5Y | +74.0% | +269.4% | -195.4% | -2.8% |
| All | +170.2% | +695.7% | -525.5% | +2.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling