+131.1%
VT vs ONTO
+459.0%
-327.9%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.8% | -2.3% | -0.8% |
| 7D | -0.1% | -2.4% | +2.3% | -0.2% |
| 30D | -3.1% | -32.9% | +29.9% | +4.0% |
| 3M | -3.5% | -32.2% | +28.7% | +2.4% |
| 6M | +0.5% | -30.6% | +31.1% | +3.6% |
| YTD | +10.8% | +25.1% | -14.3% | -1.2% |
| 1Y | +11.9% | +40.0% | -28.1% | -2.9% |
| 3Y | +73.0% | +45.7% | +27.3% | +34.1% |
| 5Y | +58.6% | +128.8% | -70.2% | +1.1% |
| All | +131.1% | +459.0% | -327.9% | -3.9% |
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