+125.8%
VT vs ONTO
+341.5%
-215.7%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -15.6% | +11.5% | -0.9% |
| 7D | -4.2% | -29.7% | +25.5% | +2.4% |
| 30D | -5.8% | -50.3% | +44.5% | +7.6% |
| 3M | -5.2% | -43.5% | +38.2% | +4.2% |
| 6M | +0.1% | -48.9% | +49.0% | +10.1% |
| YTD | +8.2% | -1.2% | +9.4% | +1.5% |
| 1Y | +10.1% | +14.9% | -4.8% | -0.5% |
| 3Y | +69.7% | +31.2% | +38.5% | +33.0% |
| 5Y | +53.4% | +68.1% | -14.7% | +5.0% |
| All | +125.8% | +341.5% | -215.7% | -1.4% |
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