+134.0%
ONTO vs VCLT
-17.0%
+151.0%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VCLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -1.3% | -1.2% | -1.4% |
| 7D | +34.4% | -1.9% | +36.3% | +36.7% |
| 30D | -20.4% | +1.4% | -21.9% | -21.8% |
| 3M | -37.8% | -1.8% | -36.1% | -37.1% |
| 6M | -24.6% | -3.9% | -20.7% | -21.8% |
| YTD | +32.8% | -3.9% | +36.7% | +38.2% |
| 1Y | +54.7% | -4.7% | +59.4% | +62.2% |
| 3Y | +54.7% | +14.1% | +40.6% | +37.8% |
| 5Y | +134.0% | -16.6% | +150.6% | +133.9% |
| All | +134.0% | -17.0% | +151.0% | +133.9% |
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