+21.0%
ONTO vs VLTO
+54.1%
-33.1%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.6% | -0.4% | -15.2% | -15.5% |
| 7D | -29.7% | +12.0% | -41.7% | -31.7% |
| 30D | -50.3% | +20.8% | -71.1% | -53.0% |
| 3M | -43.5% | +20.1% | -63.6% | -46.6% |
| 6M | -48.9% | +32.6% | -81.5% | -54.8% |
| YTD | -1.2% | +17.3% | -18.5% | -5.8% |
| 1Y | +14.9% | +17.3% | -2.4% | +9.3% |
| 3Y | +31.2% | +66.9% | -35.7% | +7.2% |
| All | +21.0% | +54.1% | -33.1% | -0.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling