+1,690.4%
VRT vs ONTO
+390.5%
+1,300.0%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +11.1% | -7.6% | -2.5% |
| 7D | -21.4% | -14.0% | -7.3% | -14.5% |
| 30D | -25.8% | -43.1% | +17.3% | +0.2% |
| 3M | -33.5% | -35.5% | +2.0% | -17.5% |
| 6M | -49.0% | -41.1% | -8.0% | -34.8% |
| YTD | +12.9% | +9.8% | +3.2% | +3.3% |
| 1Y | 0.0% | +31.5% | -31.5% | -16.8% |
| 3Y | +361.8% | +45.2% | +316.6% | +252.4% |
| 5Y | +565.1% | +86.7% | +478.4% | +325.1% |
| All | +1,690.4% | +390.5% | +1,300.0% | +558.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling