+769.3%
VST vs ONTO
+243.6%
+525.7%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +6.2% | -2.6% | +1.5% |
| 7D | +8.9% | -1.0% | +9.9% | +9.2% |
| 30D | +6.2% | -2.9% | +9.1% | +5.8% |
| 3M | -2.7% | -2.5% | -0.3% | -6.0% |
| 6M | -8.4% | +28.2% | -36.6% | -20.6% |
| YTD | -7.2% | +69.8% | -77.0% | -27.2% |
| 1Y | -20.9% | +162.9% | -183.8% | -47.3% |
| 3Y | +384.0% | +95.9% | +288.0% | +265.4% |
| All | +769.3% | +243.6% | +525.7% | +493.0% |
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