+238.0%
ONTO vs VICR
+47.8%
+190.3%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +5.5% | +0.7% | +4.2% |
| 7D | -1.0% | +0.4% | -1.5% | -1.2% |
| 30D | -2.9% | -13.9% | +11.0% | +2.5% |
| 3M | -2.5% | -38.4% | +35.9% | +16.1% |
| 6M | +28.2% | -7.2% | +35.4% | +29.9% |
| YTD | +69.8% | +72.0% | -2.3% | +40.9% |
| 1Y | +162.9% | +263.3% | -100.4% | +68.0% |
| 3Y | +95.9% | +173.3% | -77.3% | +25.4% |
| All | +238.0% | +47.8% | +190.3% | +131.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VICR.
Daily Out/Under-Performance
Portfolio return minus VICR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VICR 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 VICR 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