+474.1%
VST vs ONTO
+449.2%
+24.9%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +12.0% | -4.7% | +3.5% |
| 7D | -0.5% | +1.4% | -1.9% | -0.9% |
| 30D | -17.1% | -34.1% | +17.1% | -6.0% |
| 3M | -4.6% | -37.1% | +32.5% | +8.3% |
| 6M | -9.1% | -31.8% | +22.8% | -2.3% |
| YTD | -16.6% | +22.9% | -39.5% | -26.4% |
| 1Y | -29.5% | +39.5% | -69.0% | -40.4% |
| 3Y | +297.5% | +57.7% | +239.9% | +226.5% |
| 5Y | +654.5% | +115.8% | +538.7% | +451.7% |
| All | +474.1% | +449.2% | +24.9% | +192.3% |
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