+641.9%
VST vs ONTO
+146.7%
+495.2%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +8.9% | -7.2% | -1.4% |
| 7D | +10.9% | +16.4% | -5.4% | +4.8% |
| 30D | -15.6% | -21.4% | +5.8% | -9.0% |
| 3M | -7.8% | -32.7% | +25.0% | +3.5% |
| 6M | -12.0% | -25.2% | +13.2% | -8.2% |
| YTD | -16.9% | +36.2% | -53.2% | -31.0% |
| 1Y | -25.1% | +61.2% | -86.2% | -41.6% |
| 3Y | +297.1% | +58.7% | +238.4% | +217.8% |
| 5Y | +641.9% | +143.6% | +498.3% | +421.6% |
| All | +641.9% | +146.7% | +495.2% | +421.6% |
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