+89.5%
VXUS vs ONTO
+493.5%
-403.9%
-34.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.5% | +1.6% | -0.5% |
| 7D | +2.3% | +34.4% | -32.1% | -3.4% |
| 30D | -2.2% | -20.4% | +18.2% | +1.1% |
| 3M | -5.4% | -37.8% | +32.4% | +1.7% |
| 6M | -1.2% | -24.6% | +23.3% | +0.2% |
| YTD | +10.4% | +32.8% | -22.4% | -0.9% |
| 1Y | +11.8% | +54.7% | -42.9% | -2.8% |
| 3Y | +68.4% | +54.7% | +13.7% | +33.0% |
| 5Y | +45.9% | +134.0% | -88.2% | -3.0% |
| All | +89.5% | +493.5% | -403.9% | -16.6% |
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 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