+91.5%
ONTO vs VCLT
-16.9%
+108.4%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VCLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.1% | -0.1% | +11.1% | +11.1% |
| 7D | -14.0% | +0.3% | -14.3% | -14.3% |
| 30D | -43.1% | +3.7% | -46.7% | -45.1% |
| 3M | -35.5% | -1.0% | -34.5% | -35.1% |
| 6M | -41.1% | -3.4% | -37.7% | -39.2% |
| YTD | +9.8% | -2.6% | +12.4% | +12.9% |
| 1Y | +31.5% | -3.3% | +34.8% | +36.1% |
| 3Y | +45.2% | +17.3% | +27.8% | +26.2% |
| All | +91.5% | -16.9% | +108.4% | +93.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VCLT.
Daily Out/Under-Performance
Portfolio return minus VCLT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCLT 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 VCLT 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