+13.3%
VCIT vs ONTO
+341.5%
-328.2%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -15.6% | +15.8% | +0.6% |
| 7D | +0.5% | -29.7% | +30.2% | +1.4% |
| 30D | +2.1% | -50.3% | +52.4% | +4.0% |
| 3M | -1.6% | -43.5% | +41.9% | -0.3% |
| 6M | -1.6% | -48.9% | +47.3% | -0.3% |
| YTD | -1.5% | -1.2% | -0.3% | -2.5% |
| 1Y | -0.4% | +14.9% | -15.3% | -1.9% |
| 3Y | +19.6% | +31.2% | -11.6% | +14.8% |
| 5Y | +3.3% | +68.1% | -64.8% | -3.4% |
| All | +13.3% | +341.5% | -328.2% | -5.0% |
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