+14.3%
VCIT vs ONTO
+658.6%
-644.3%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +6.2% | -6.2% | -0.2% |
| 7D | -0.3% | -1.0% | +0.7% | -0.3% |
| 30D | -0.8% | -2.9% | +2.1% | -0.8% |
| 3M | -1.0% | -2.5% | +1.4% | -1.3% |
| 6M | -1.8% | +28.2% | -30.1% | -3.2% |
| YTD | -0.7% | +69.8% | -70.5% | -3.0% |
| 1Y | +1.0% | +162.9% | -161.9% | -2.9% |
| 3Y | +18.8% | +95.9% | -77.1% | +13.3% |
| 5Y | +3.5% | +244.5% | -241.0% | -5.4% |
| All | +14.3% | +658.6% | -644.3% | -5.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling