-17.5%
ONT price history and return analytics
+125.0%
-142.4%
-86.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.9% | +2.8% | +3.3% |
| 7D | +3.3% | -2.0% | +5.3% | +6.6% |
| 30D | +10.7% | -1.4% | +12.1% | +13.4% |
| 3M | +8.0% | +4.7% | +3.3% | +0.5% |
| 6M | -32.4% | +11.4% | -43.7% | -43.1% |
| YTD | -26.9% | +13.1% | -39.9% | -39.8% |
| 1Y | -37.4% | +19.0% | -56.4% | -52.6% |
| 3Y | -46.4% | +73.9% | -120.3% | -77.4% |
| 5Y | -68.3% | +65.4% | -133.7% | -85.5% |
| All | -17.5% | +125.0% | -142.4% | -73.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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