+102.4%
VXUS vs ONTO
+658.6%
-556.2%
-34.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +6.2% | -5.7% | -0.7% |
| 7D | +1.0% | -1.0% | +2.0% | +1.2% |
| 30D | +2.2% | -2.9% | +5.1% | +2.1% |
| 3M | +3.0% | -2.5% | +5.4% | +1.1% |
| 6M | +10.7% | +28.2% | -17.6% | +2.1% |
| YTD | +17.8% | +69.8% | -51.9% | +2.4% |
| 1Y | +27.6% | +162.9% | -135.3% | +0.7% |
| 3Y | +73.3% | +95.9% | -22.6% | +32.2% |
| 5Y | +54.3% | +244.5% | -190.2% | -5.0% |
| All | +102.4% | +658.6% | -556.2% | -13.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling