+90.3%
VTR vs ONTO
+246.7%
-156.5%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -3.4% | +4.6% | +1.3% |
| 7D | -1.8% | +6.5% | -8.3% | -2.1% |
| 30D | +4.0% | -15.9% | +19.9% | +4.7% |
| 3M | +7.8% | -0.2% | +8.0% | +6.8% |
| 6M | +6.4% | +38.7% | -32.4% | +2.1% |
| YTD | +18.3% | +70.4% | -52.0% | +11.6% |
| 1Y | +33.9% | +153.6% | -119.7% | +21.8% |
| 3Y | +134.3% | +109.2% | +25.1% | +101.5% |
| 5Y | +90.3% | +249.7% | -159.5% | +47.2% |
| All | +90.3% | +246.7% | -156.5% | +47.2% |
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