+90.8%
VXUS vs ONTO
+449.2%
-358.4%
-34.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +12.0% | -9.1% | +0.6% |
| 7D | +0.8% | +1.4% | -0.6% | 0.0% |
| 30D | -1.9% | -34.1% | +32.2% | +5.0% |
| 3M | -4.4% | -37.1% | +32.7% | +2.5% |
| 6M | -2.0% | -31.8% | +29.9% | +1.4% |
| YTD | +11.1% | +22.9% | -11.8% | +1.3% |
| 1Y | +15.1% | +39.5% | -24.4% | +2.0% |
| 3Y | +70.4% | +57.7% | +12.8% | +33.1% |
| 5Y | +47.2% | +115.8% | -68.6% | -0.5% |
| All | +90.8% | +449.2% | -358.4% | -14.8% |
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