+41.8%
VRTX vs ONTO
+45.4%
-3.6%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +11.1% | -10.2% | +0.6% |
| 7D | -2.1% | -14.0% | +11.9% | -1.9% |
| 30D | +8.2% | -43.1% | +51.3% | +9.7% |
| 3M | +13.0% | -35.5% | +48.5% | +13.8% |
| 6M | +27.9% | -41.1% | +69.0% | +28.4% |
| YTD | +20.7% | +9.8% | +10.9% | +16.2% |
| 1Y | +31.4% | +31.5% | -0.1% | +25.1% |
| 3Y | +41.8% | +45.2% | -3.3% | +23.8% |
| All | +41.8% | +45.4% | -3.6% | +23.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling