+73.9%
VWO vs ONTO
+696.1%
-622.2%
-34.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +4.6% | -3.9% | -0.2% |
| 7D | -1.8% | +4.9% | -6.7% | -2.7% |
| 30D | -0.1% | -16.6% | +16.5% | +3.1% |
| 3M | +2.2% | -7.3% | +9.6% | +1.6% |
| 6M | +8.8% | +45.9% | -37.2% | -2.2% |
| YTD | +12.4% | +78.2% | -65.8% | -3.4% |
| 1Y | +15.6% | +159.8% | -144.2% | -8.7% |
| 3Y | +62.5% | +123.4% | -60.9% | +19.9% |
| 5Y | +34.3% | +265.8% | -231.5% | -19.1% |
| All | +73.9% | +696.1% | -622.2% | -27.7% |
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 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