+134.0%
VTV vs ONTO
+695.7%
-561.7%
-36.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +4.9% | -5.7% | -1.6% |
| 7D | +0.3% | +9.7% | -9.3% | -1.2% |
| 30D | +0.1% | -8.8% | +9.0% | +1.1% |
| 3M | +6.2% | +4.5% | +1.7% | +3.2% |
| 6M | +13.5% | +56.4% | -42.9% | +2.0% |
| YTD | +18.9% | +78.1% | -59.2% | +3.9% |
| 1Y | +25.8% | +171.3% | -145.5% | +1.1% |
| 3Y | +68.7% | +118.7% | -49.9% | +28.7% |
| 5Y | +80.3% | +269.4% | -189.1% | +13.0% |
| All | +134.0% | +695.7% | -561.7% | -0.4% |
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