+539.0%
VST vs ONTO
+658.6%
-119.6%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +6.2% | -2.6% | +1.6% |
| 7D | +8.9% | -1.0% | +9.9% | +9.2% |
| 30D | +6.2% | -2.9% | +9.1% | +5.9% |
| 3M | -2.7% | -2.5% | -0.3% | -5.5% |
| 6M | -8.4% | +28.2% | -36.6% | -19.3% |
| YTD | -7.2% | +69.8% | -77.0% | -25.2% |
| 1Y | -20.9% | +162.9% | -183.8% | -44.8% |
| 3Y | +384.0% | +95.9% | +288.0% | +269.5% |
| 5Y | +757.1% | +244.5% | +512.6% | +453.1% |
| All | +539.0% | +658.6% | -119.6% | +197.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling