+435.0%
VST vs ONTO
+390.5%
+44.5%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.6% | +11.1% | -0.5% | +7.0% |
| 7D | -9.8% | -14.0% | +4.2% | -5.4% |
| 30D | -25.1% | -43.1% | +17.9% | -11.1% |
| 3M | -11.6% | -35.5% | +23.9% | -0.7% |
| 6M | -20.9% | -41.1% | +20.2% | -11.1% |
| YTD | -22.3% | +9.8% | -32.1% | -28.9% |
| 1Y | -32.0% | +31.5% | -63.5% | -41.4% |
| 3Y | +262.4% | +45.2% | +217.2% | +206.7% |
| 5Y | +563.4% | +86.7% | +476.7% | +406.5% |
| All | +435.0% | +390.5% | +44.5% | +182.4% |
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