+588.9%
VST vs ONTO
+84.2%
+504.7%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.6% | +11.1% | -0.5% | +6.7% |
| 7D | -9.8% | -14.0% | +4.2% | -4.9% |
| 30D | -25.1% | -43.1% | +17.9% | -9.7% |
| 3M | -11.6% | -35.5% | +23.9% | +0.2% |
| 6M | -20.9% | -41.1% | +20.2% | -10.4% |
| YTD | -22.3% | +9.8% | -32.1% | -30.3% |
| 1Y | -32.0% | +31.5% | -63.5% | -43.0% |
| 3Y | +262.4% | +45.2% | +217.2% | +206.4% |
| All | +588.9% | +84.2% | +504.7% | +424.7% |
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