+1,862.9%
VRT vs ONTO
+449.2%
+1,413.6%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | +12.0% | -2.4% | +3.2% |
| 7D | -10.6% | +1.4% | -12.0% | -11.0% |
| 30D | -17.4% | -34.1% | +16.7% | +3.2% |
| 3M | -26.4% | -37.1% | +10.7% | -6.7% |
| 6M | -41.0% | -31.8% | -9.2% | -30.2% |
| YTD | +23.8% | +22.9% | +0.9% | +6.6% |
| 1Y | +11.6% | +39.5% | -27.9% | -10.0% |
| 3Y | +403.5% | +57.7% | +345.8% | +266.9% |
| 5Y | +647.0% | +115.8% | +531.2% | +344.2% |
| All | +1,862.9% | +449.2% | +1,413.6% | +578.9% |
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