+80.1%
VTR vs ONTO
+696.1%
-616.0%
-73.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +4.6% | -5.1% | -1.2% |
| 7D | -0.3% | +4.9% | -5.3% | -1.2% |
| 30D | +1.1% | -16.6% | +17.7% | +3.8% |
| 3M | +7.9% | -7.3% | +15.2% | +6.4% |
| 6M | +6.2% | +45.9% | -39.8% | -6.0% |
| YTD | +17.7% | +78.2% | -60.4% | -0.7% |
| 1Y | +32.9% | +159.8% | -126.9% | +1.9% |
| 3Y | +129.7% | +123.4% | +6.3% | +55.5% |
| 5Y | +89.3% | +265.8% | -176.5% | -5.8% |
| All | +80.1% | +696.1% | -616.0% | -58.5% |
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