+80.6%
VTV vs ONTO
+261.1%
-180.4%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +4.6% | -3.9% | +0.2% |
| 7D | -1.1% | +4.9% | -6.0% | -1.6% |
| 30D | -1.0% | -16.6% | +15.6% | +0.7% |
| 3M | +4.6% | -7.3% | +12.0% | +4.1% |
| 6M | +13.5% | +45.9% | -32.4% | +6.3% |
| YTD | +18.5% | +78.2% | -59.7% | +7.9% |
| 1Y | +22.9% | +159.8% | -136.9% | +6.3% |
| 3Y | +67.8% | +123.4% | -55.6% | +38.5% |
| All | +80.6% | +261.1% | -180.4% | +30.0% |
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 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