+6.7%
ONT price history and return analytics
+123.0%
-116.3%
-86.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.1% | -1.9% | -2.5% |
| 7D | +45.5% | -0.7% | +46.2% | +45.4% |
| 30D | +77.0% | -1.7% | +78.7% | +79.2% |
| 3M | +43.0% | -2.3% | +45.3% | +46.0% |
| 6M | +47.4% | +1.5% | +45.9% | +41.1% |
| YTD | -5.5% | +12.0% | -17.5% | -22.6% |
| 1Y | -3.0% | +12.9% | -15.9% | -21.4% |
| 3Y | -8.9% | +74.9% | -83.9% | -62.7% |
| 5Y | -69.5% | +59.9% | -129.4% | -85.7% |
| All | +6.7% | +123.0% | -116.3% | -65.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling