+5.0%
LVS vs ONTO
+124.4%
-119.4%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -2.9% | +5.6% | +3.2% |
| 7D | -0.8% | +17.5% | -18.3% | -3.9% |
| 30D | +10.0% | -15.7% | +25.6% | +12.3% |
| 3M | -11.0% | -39.7% | +28.7% | -4.0% |
| 6M | -20.1% | -26.5% | +6.3% | -20.3% |
| YTD | -36.3% | +29.0% | -65.3% | -46.0% |
| 1Y | -36.8% | +57.0% | -93.8% | -49.3% |
| 3Y | -9.5% | +50.0% | -59.5% | -37.4% |
| All | +5.0% | +124.4% | -119.4% | -45.1% |
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