+390.5%
ONTO price history and return analytics
+126.7%
+263.8%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.1% | +0.2% | +10.9% | +10.6% |
| 7D | -14.0% | -2.3% | -11.7% | -9.6% |
| 30D | -43.1% | -5.0% | -38.1% | -36.4% |
| 3M | -35.5% | -4.9% | -30.6% | -27.6% |
| 6M | -41.1% | -1.5% | -39.5% | -36.1% |
| YTD | +9.8% | +8.5% | +1.3% | +1.2% |
| 1Y | +31.5% | +11.4% | +20.1% | +16.1% |
| 3Y | +45.2% | +70.1% | -24.9% | -32.4% |
| 5Y | +86.7% | +53.7% | +33.0% | +7.3% |
| All | +390.5% | +126.7% | +263.8% | +62.5% |
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