+227.8%
VST vs ONTO
+30.9%
+196.9%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | -15.6% | +9.4% | +0.2% |
| 7D | -19.9% | -29.7% | +9.8% | -7.8% |
| 30D | -29.7% | -50.3% | +20.6% | -7.3% |
| 3M | -19.6% | -43.5% | +23.9% | -1.8% |
| 6M | -29.4% | -48.9% | +19.5% | -13.8% |
| YTD | -29.7% | -1.2% | -28.5% | -38.0% |
| 1Y | -40.0% | +14.9% | -54.9% | -51.0% |
| All | +227.8% | +30.9% | +196.9% | +210.2% |
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 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