+629.3%
VST vs ONTO
+126.6%
+502.7%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +1.8% | -3.8% | -2.7% |
| 7D | -6.0% | -2.4% | -3.6% | -5.3% |
| 30D | -18.8% | -32.9% | +14.2% | -7.5% |
| 3M | -8.0% | -32.2% | +24.2% | +3.0% |
| 6M | -10.9% | -30.6% | +19.7% | -4.6% |
| YTD | -18.3% | +25.1% | -43.4% | -30.1% |
| 1Y | -29.9% | +40.0% | -69.9% | -42.5% |
| 3Y | +290.3% | +45.7% | +244.6% | +222.2% |
| All | +629.3% | +126.6% | +502.7% | +428.8% |
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