+195.5%
VLO vs ONTO
+104.0%
+91.4%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +6.2% | -6.2% | -0.5% |
| 7D | +5.2% | -1.0% | +6.2% | +5.3% |
| 30D | +22.6% | -2.9% | +25.5% | +22.4% |
| 3M | +43.8% | -2.5% | +46.2% | +42.0% |
| 6M | +65.7% | +28.2% | +37.5% | +57.2% |
| YTD | +131.1% | +69.8% | +61.3% | +110.0% |
| 1Y | +143.6% | +162.9% | -19.3% | +106.7% |
| All | +195.5% | +104.0% | +91.4% | +134.5% |
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 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