+601.6%
VLO vs ONTO
+258.3%
+343.3%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +4.9% | -1.6% | +2.7% |
| 7D | +5.8% | +9.7% | -3.9% | +4.7% |
| 30D | +28.3% | -8.8% | +37.2% | +29.3% |
| 3M | +48.7% | +4.5% | +44.2% | +45.5% |
| 6M | +71.9% | +56.4% | +15.5% | +57.6% |
| YTD | +138.7% | +78.1% | +60.6% | +113.6% |
| 1Y | +148.5% | +171.3% | -22.8% | +107.3% |
| 3Y | +192.7% | +118.7% | +74.0% | +135.2% |
| 5Y | +601.6% | +269.4% | +332.2% | +383.0% |
| All | +601.6% | +258.3% | +343.3% | +383.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling