+75.9%
VEEV vs ONTO
+661.2%
-585.3%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -3.4% | +3.5% | +0.6% |
| 7D | -8.2% | +6.5% | -14.7% | -9.3% |
| 30D | +10.3% | -15.9% | +26.2% | +13.0% |
| 3M | +59.4% | -0.2% | +59.5% | +53.9% |
| 6M | +37.6% | +38.7% | -1.2% | +22.1% |
| YTD | +16.9% | +70.4% | -53.4% | -1.8% |
| 1Y | -5.0% | +153.6% | -158.6% | -28.0% |
| 3Y | +18.5% | +109.2% | -90.7% | -15.9% |
| 5Y | -13.8% | +249.7% | -263.6% | -49.6% |
| All | +75.9% | +661.2% | -585.3% | -17.5% |
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 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