+100.1%
VXUS vs ONTO
+688.0%
-587.9%
-34.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.0% | +0.2% | -0.6% |
| 7D | +0.3% | +9.4% | -9.1% | -1.5% |
| 30D | +0.7% | -4.4% | +5.1% | +1.1% |
| 3M | +4.8% | +1.6% | +3.2% | +2.1% |
| 6M | +11.3% | +45.3% | -33.9% | +0.4% |
| YTD | +16.5% | +76.4% | -59.8% | +0.5% |
| 1Y | +24.3% | +167.2% | -142.9% | -2.2% |
| 3Y | +74.5% | +116.6% | -42.1% | +30.0% |
| 5Y | +54.3% | +263.7% | -209.4% | -6.1% |
| All | +100.1% | +688.0% | -587.9% | -15.4% |
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