+87.9%
VUG vs ONTO
+118.2%
-30.3%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +4.9% | -5.3% | -1.3% |
| 7D | +0.9% | +9.7% | -8.8% | -0.9% |
| 30D | -1.4% | -8.8% | +7.4% | -0.3% |
| 3M | +2.3% | +4.5% | -2.2% | -0.9% |
| 6M | +15.7% | +56.4% | -40.7% | +2.2% |
| YTD | +8.6% | +78.1% | -69.5% | -7.3% |
| 1Y | +14.1% | +171.3% | -157.2% | -11.8% |
| 3Y | +87.9% | +118.7% | -30.8% | +41.1% |
| All | +87.9% | +118.2% | -30.3% | +41.1% |
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