+608.4%
VST vs ONTO
+124.4%
+484.0%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -2.9% | +1.8% | -0.1% |
| 7D | +6.6% | +17.5% | -10.9% | +0.5% |
| 30D | -12.4% | -15.7% | +3.3% | -7.7% |
| 3M | -9.0% | -39.7% | +30.7% | +6.1% |
| 6M | -6.4% | -26.5% | +20.0% | -2.0% |
| YTD | -17.2% | +29.0% | -46.2% | -30.0% |
| 1Y | -22.0% | +57.0% | -79.0% | -38.7% |
| 3Y | +296.7% | +50.0% | +246.7% | +223.3% |
| All | +608.4% | +124.4% | +484.0% | +402.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling