+80.6%
VTR vs ONTO
+658.6%
-578.0%
-73.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +6.2% | -8.2% | -3.0% |
| 7D | -1.7% | -1.0% | -0.7% | -1.6% |
| 30D | -2.4% | -2.9% | +0.5% | -2.7% |
| 3M | +14.8% | -2.5% | +17.2% | +11.5% |
| 6M | +5.3% | +28.2% | -22.9% | -4.4% |
| YTD | +18.1% | +69.8% | -51.7% | +0.4% |
| 1Y | +36.7% | +162.9% | -126.2% | +4.4% |
| 3Y | +130.1% | +95.9% | +34.1% | +61.7% |
| 5Y | +89.5% | +244.5% | -155.0% | -4.4% |
| All | +80.6% | +658.6% | -578.0% | -58.0% |
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