+5.7%
LVS vs ONTO
+268.0%
-262.2%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.0% | -0.5% | -1.3% |
| 7D | -2.7% | +9.4% | -12.1% | -4.5% |
| 30D | -4.7% | -4.4% | -0.2% | -4.5% |
| 3M | -15.6% | +1.6% | -17.2% | -19.0% |
| 6M | -18.6% | +45.3% | -63.9% | -29.7% |
| YTD | -32.3% | +76.4% | -108.6% | -44.9% |
| 1Y | -18.0% | +167.2% | -185.2% | -41.1% |
| 3Y | -5.8% | +116.6% | -122.4% | -39.3% |
| 5Y | +5.7% | +263.7% | -258.0% | -46.1% |
| All | +5.7% | +268.0% | -262.2% | -46.1% |
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