+1,878.5%
VRT vs ONTO
+476.3%
+1,402.2%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -2.9% | -0.7% | -2.1% |
| 7D | +10.5% | +17.5% | -7.0% | +1.2% |
| 30D | -9.3% | -15.7% | +6.3% | -0.5% |
| 3M | -29.6% | -39.7% | +10.1% | -8.6% |
| 6M | -45.4% | -26.5% | -18.9% | -38.0% |
| YTD | +24.8% | +29.0% | -4.2% | +4.6% |
| 1Y | +23.6% | +57.0% | -33.3% | -6.5% |
| 3Y | +379.7% | +50.0% | +329.7% | +256.8% |
| 5Y | +660.3% | +127.3% | +533.1% | +339.7% |
| All | +1,878.5% | +476.3% | +1,402.2% | +566.2% |
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