+33.8%
VWO vs ONTO
+261.1%
-227.2%
-30.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +4.6% | -3.9% | 0.0% |
| 7D | -1.8% | +4.9% | -6.7% | -2.5% |
| 30D | -0.1% | -16.6% | +16.5% | +2.4% |
| 3M | +2.2% | -7.3% | +9.6% | +1.8% |
| 6M | +8.8% | +45.9% | -37.2% | +0.3% |
| YTD | +12.4% | +78.2% | -65.8% | +0.3% |
| 1Y | +15.6% | +159.8% | -144.2% | -3.1% |
| 3Y | +62.5% | +123.4% | -60.9% | +29.4% |
| All | +33.8% | +261.1% | -227.2% | -8.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling