+126.3%
VT vs ONTO
+390.5%
-264.2%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +11.1% | -10.9% | -2.0% |
| 7D | -2.3% | -14.0% | +11.7% | +0.2% |
| 30D | -5.0% | -43.1% | +38.1% | +5.5% |
| 3M | -4.9% | -35.5% | +30.6% | +1.7% |
| 6M | -1.5% | -41.1% | +39.5% | +5.0% |
| YTD | +8.5% | +9.8% | -1.3% | -0.5% |
| 1Y | +11.4% | +31.5% | -20.1% | -2.3% |
| 3Y | +70.1% | +45.2% | +24.9% | +30.5% |
| 5Y | +53.7% | +86.7% | -33.0% | +2.9% |
| All | +126.3% | +390.5% | -264.2% | -3.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling