+55.4%
VXUS vs ONTO
+258.3%
-202.9%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +4.9% | -5.3% | -1.1% |
| 7D | +1.6% | +9.7% | -8.1% | +0.1% |
| 30D | +1.0% | -8.8% | +9.8% | +2.1% |
| 3M | +5.7% | +4.5% | +1.2% | +3.1% |
| 6M | +13.6% | +56.4% | -42.8% | +3.4% |
| YTD | +17.4% | +78.1% | -60.7% | +4.4% |
| 1Y | +25.1% | +171.3% | -146.2% | +3.5% |
| 3Y | +75.8% | +118.7% | -42.8% | +39.1% |
| 5Y | +55.4% | +269.4% | -214.0% | +2.9% |
| All | +55.4% | +258.3% | -202.9% | +2.9% |
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