+133.3%
VTV vs ONTO
+696.1%
-562.8%
-36.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +4.6% | -3.9% | 0.0% |
| 7D | -1.1% | +4.9% | -6.0% | -1.9% |
| 30D | -1.0% | -16.6% | +15.6% | +1.5% |
| 3M | +4.6% | -7.3% | +12.0% | +3.8% |
| 6M | +13.5% | +45.9% | -32.4% | +3.2% |
| YTD | +18.5% | +78.2% | -59.7% | +3.5% |
| 1Y | +22.9% | +159.8% | -136.9% | -0.4% |
| 3Y | +67.8% | +123.4% | -55.6% | +27.4% |
| 5Y | +81.8% | +265.8% | -183.9% | +14.3% |
| All | +133.3% | +696.1% | -562.8% | -0.7% |
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