+6.8%
VRT vs ONTO
+33.8%
-26.9%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | +12.0% | -2.4% | +2.3% |
| 7D | -10.6% | +1.4% | -12.0% | -11.1% |
| 30D | -17.4% | -34.1% | +16.7% | +5.0% |
| 3M | -26.4% | -37.1% | +10.7% | -5.1% |
| 6M | -41.0% | -31.8% | -9.2% | -29.3% |
| YTD | +23.8% | +22.9% | +0.9% | -5.8% |
| All | +6.8% | +33.8% | -26.9% | -24.8% |
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