+61.4%
VWO vs ONTO
+106.2%
-44.8%
-17.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -3.4% | +1.9% | -1.1% |
| 7D | -1.7% | +6.5% | -8.2% | -2.6% |
| 30D | -0.3% | -15.9% | +15.6% | +1.7% |
| 3M | +4.0% | -0.2% | +4.1% | +2.5% |
| 6M | +8.1% | +38.7% | -30.6% | +1.9% |
| YTD | +11.6% | +70.4% | -58.7% | +2.4% |
| 1Y | +16.2% | +153.6% | -137.4% | +1.5% |
| All | +61.4% | +106.2% | -44.8% | +36.6% |
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 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