+12.5%
VCIT vs ONTO
+476.3%
-463.8%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.9% | +2.7% | -0.1% |
| 7D | -1.4% | +17.5% | -18.9% | -1.9% |
| 30D | +0.6% | -15.7% | +16.2% | +0.9% |
| 3M | -2.2% | -39.7% | +37.5% | -1.1% |
| 6M | -2.3% | -26.5% | +24.2% | -2.1% |
| YTD | -2.2% | +29.0% | -31.2% | -3.9% |
| 1Y | -1.4% | +57.0% | -58.3% | -3.7% |
| 3Y | +18.7% | +50.0% | -31.2% | +13.9% |
| 5Y | +3.6% | +127.3% | -123.7% | -4.0% |
| All | +12.5% | +476.3% | -463.8% | -6.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ONTO.
Daily Out/Under-Performance
Portfolio return minus ONTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ONTO 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 10y: compounded portfolio wealth divided by compounded ONTO 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…
10y analysis · Full analysis span regression · 6 months rolling