+8.9%
VTRS vs ONTO
+688.0%
-679.1%
-62.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.0% | +0.3% | -0.5% |
| 7D | -3.5% | +9.4% | -12.8% | -4.7% |
| 30D | +2.1% | -4.4% | +6.6% | +2.4% |
| 3M | +2.6% | +1.6% | +1.0% | -0.1% |
| 6M | +17.8% | +45.3% | -27.5% | +6.8% |
| YTD | +35.7% | +76.4% | -40.7% | +18.5% |
| 1Y | +63.5% | +167.2% | -103.7% | +31.6% |
| 3Y | +85.1% | +116.6% | -31.4% | +40.9% |
| 5Y | +42.5% | +263.7% | -221.2% | -10.3% |
| All | +8.9% | +688.0% | -679.1% | -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 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