+107.9%
ONTO vs VLTO
+27.2%
+80.7%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -1.6% | +7.8% | +6.7% |
| 7D | -1.0% | -2.3% | +1.3% | -0.2% |
| 30D | -2.9% | -0.9% | -2.0% | -2.7% |
| 3M | -2.5% | +13.8% | -16.3% | -10.4% |
| 6M | +28.2% | +2.0% | +26.2% | +25.6% |
| YTD | +69.8% | -3.2% | +73.0% | +71.7% |
| 1Y | +162.9% | -9.2% | +172.1% | +176.1% |
| All | +107.9% | +27.2% | +80.7% | +81.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 VLTO 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