+81.4%
VEEV vs ONTO
+51.5%
+29.9%
-50.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.9% | +2.6% | -0.2% |
| 7D | -0.7% | +17.5% | -18.2% | -1.2% |
| 30D | +1.4% | -15.7% | +17.1% | +1.9% |
| 3M | +19.4% | -39.7% | +59.1% | +21.3% |
| 6M | +93.6% | -26.5% | +120.1% | +92.3% |
| YTD | +35.1% | +29.0% | +6.1% | +24.9% |
| 1Y | +3.4% | +57.0% | -53.6% | -6.8% |
| 3Y | +81.4% | +50.0% | +31.4% | +53.0% |
| All | +81.4% | +51.5% | +29.9% | +53.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling