+408.4%
VLO vs ONTO
+688.0%
-279.6%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.0% | +2.6% | +1.8% |
| 7D | +6.2% | +9.4% | -3.1% | +4.2% |
| 30D | +23.5% | -4.4% | +27.9% | +24.0% |
| 3M | +53.9% | +1.6% | +52.3% | +48.5% |
| 6M | +81.7% | +45.3% | +36.4% | +58.0% |
| YTD | +142.5% | +76.4% | +66.1% | +98.8% |
| 1Y | +145.4% | +167.2% | -21.7% | +78.2% |
| 3Y | +197.3% | +116.6% | +80.8% | +99.1% |
| 5Y | +614.6% | +263.7% | +350.9% | +249.9% |
| All | +408.4% | +688.0% | -279.6% | +44.6% |
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