+179.7%
VRTX vs ONTO
+493.5%
-313.8%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.5% | +1.7% | -0.6% |
| 7D | 0.0% | +34.4% | -34.4% | -2.6% |
| 30D | +11.8% | -20.4% | +32.3% | +13.5% |
| 3M | +3.2% | -37.8% | +41.1% | +6.8% |
| 6M | +21.0% | -24.6% | +45.6% | +21.0% |
| YTD | +19.7% | +32.8% | -13.1% | +11.0% |
| 1Y | +25.0% | +54.7% | -29.7% | +13.6% |
| 3Y | +45.2% | +54.7% | -9.5% | +24.1% |
| 5Y | +189.7% | +134.0% | +55.7% | +121.0% |
| All | +179.7% | +493.5% | -313.8% | +57.2% |
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