+208.8%
VUG vs ONTO
+476.3%
-267.5%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.9% | +2.0% | -0.2% |
| 7D | +2.5% | +17.5% | -15.0% | -1.8% |
| 30D | -6.3% | -15.7% | +9.4% | -3.2% |
| 3M | -6.0% | -39.7% | +33.7% | +4.6% |
| 6M | -3.5% | -26.5% | +22.9% | -1.3% |
| YTD | +3.9% | +29.0% | -25.1% | -11.0% |
| 1Y | +5.1% | +57.0% | -51.9% | -15.1% |
| 3Y | +77.9% | +50.0% | +27.9% | +29.3% |
| 5Y | +62.4% | +127.3% | -64.8% | -3.8% |
| All | +208.8% | +476.3% | -267.5% | +18.3% |
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