+53.4%
VT vs ONTO
+73.6%
-20.2%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -15.6% | +11.5% | -1.5% |
| 7D | -4.2% | -29.7% | +25.5% | +1.2% |
| 30D | -5.8% | -50.3% | +44.5% | +5.1% |
| 3M | -5.2% | -43.5% | +38.2% | +2.5% |
| 6M | +0.1% | -48.9% | +49.0% | +8.4% |
| YTD | +8.2% | -1.2% | +9.4% | +2.7% |
| 1Y | +10.1% | +14.9% | -4.8% | +1.3% |
| 3Y | +69.7% | +31.2% | +38.5% | +37.8% |
| 5Y | +53.4% | +68.1% | -14.7% | +7.9% |
| All | +53.4% | +73.6% | -20.2% | +7.9% |
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 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