+130.7%
ONTO vs VICR
-1.1%
+131.8%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -3.4% | +0.5% | -1.6% |
| 7D | +17.5% | +8.3% | +9.2% | +14.4% |
| 30D | -15.7% | -35.2% | +19.5% | -1.4% |
| 3M | -39.7% | -29.8% | -9.9% | -32.2% |
| 6M | -26.5% | -48.6% | +22.1% | -8.4% |
| YTD | +29.0% | +45.1% | -16.1% | +12.8% |
| 1Y | +57.0% | +79.6% | -22.6% | +28.5% |
| 3Y | +50.0% | +335.4% | -285.4% | -14.5% |
| All | +130.7% | -1.1% | +131.8% | +90.1% |
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