+238.0%
ONTO vs VCLT
-15.0%
+253.0%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VCLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +0.1% | +6.0% | +6.1% |
| 7D | -1.0% | -0.5% | -0.5% | -0.5% |
| 30D | -2.9% | -0.9% | -2.0% | -2.1% |
| 3M | -2.5% | -3.2% | +0.8% | +0.8% |
| 6M | +28.2% | -3.8% | +32.0% | +33.5% |
| YTD | +69.8% | -2.0% | +71.8% | +74.1% |
| 1Y | +162.9% | -0.8% | +163.7% | +166.7% |
| 3Y | +95.9% | +12.3% | +83.7% | +77.6% |
| All | +238.0% | -15.0% | +253.0% | +251.2% |
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