+127.4%
VTR vs ONTO
+51.5%
+75.9%
-19.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.9% | +2.1% | -0.9% |
| 7D | +0.2% | +17.5% | -17.3% | +0.5% |
| 30D | +5.5% | -15.7% | +21.1% | +5.3% |
| 3M | -0.9% | -39.7% | +38.8% | -1.3% |
| 6M | -0.4% | -26.5% | +26.1% | -0.8% |
| YTD | +17.0% | +29.0% | -12.0% | +15.0% |
| 1Y | +18.0% | +57.0% | -39.0% | +15.5% |
| 3Y | +127.4% | +50.0% | +77.4% | +105.1% |
| All | +127.4% | +51.5% | +75.9% | +105.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling