+9.0%
VTRS vs ONTO
+696.1%
-687.1%
-62.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +4.6% | -3.8% | +0.1% |
| 7D | -2.2% | +4.9% | -7.1% | -2.9% |
| 30D | +3.3% | -16.6% | +19.9% | +5.8% |
| 3M | +2.0% | -7.3% | +9.3% | +0.9% |
| 6M | +19.9% | +45.9% | -26.0% | +8.7% |
| YTD | +35.7% | +78.2% | -42.4% | +18.4% |
| 1Y | +68.1% | +159.8% | -91.7% | +36.0% |
| 3Y | +87.1% | +123.4% | -36.3% | +41.5% |
| 5Y | +47.6% | +265.8% | -218.2% | -7.1% |
| All | +9.0% | +696.1% | -687.1% | -51.7% |
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