+658.6%
ONTO vs VCLT
-2.8%
+661.4%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VCLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +0.1% | +6.0% | +6.0% |
| 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% | +1.0% |
| 6M | +28.2% | -3.8% | +32.0% | +33.9% |
| YTD | +69.8% | -2.0% | +71.8% | +74.4% |
| 1Y | +162.9% | -0.8% | +163.7% | +166.8% |
| 3Y | +95.9% | +12.3% | +83.7% | +75.5% |
| 5Y | +244.5% | -15.4% | +259.9% | +303.7% |
| All | +658.6% | -2.8% | +661.4% | +719.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling