+2,646.1%
VRT vs ONTO
+658.6%
+1,987.5%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +6.2% | -1.8% | +1.1% |
| 7D | +9.1% | -1.0% | +10.1% | +9.6% |
| 30D | +0.9% | -2.9% | +3.8% | +0.8% |
| 3M | -13.4% | -2.5% | -10.9% | -14.9% |
| 6M | +11.7% | +28.2% | -16.5% | -6.0% |
| YTD | +73.2% | +69.8% | +3.5% | +25.7% |
| 1Y | +123.4% | +162.9% | -39.5% | +27.7% |
| 3Y | +606.2% | +95.9% | +510.2% | +353.7% |
| 5Y | +899.9% | +244.5% | +655.4% | +374.6% |
| All | +2,646.1% | +658.6% | +1,987.5% | +701.0% |
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 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