+148.3%
VLO vs ONTO
+156.1%
-7.8%
-12.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -3.4% | +2.5% | -0.9% |
| 7D | +4.0% | +6.5% | -2.5% | +4.0% |
| 30D | +19.0% | -15.9% | +34.9% | +19.1% |
| 3M | +50.0% | -0.2% | +50.1% | +49.7% |
| 6M | +79.1% | +38.7% | +40.4% | +77.4% |
| YTD | +140.3% | +70.4% | +69.9% | +131.0% |
| 1Y | +148.3% | +153.6% | -5.3% | +134.1% |
| All | +148.3% | +156.1% | -7.8% | +134.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling