+96.9%
IEFA vs ONTO
+695.7%
-598.8%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +4.9% | -5.5% | -1.5% |
| 7D | +1.2% | +9.7% | -8.5% | -0.6% |
| 30D | -0.6% | -8.8% | +8.2% | +0.6% |
| 3M | +6.2% | +4.5% | +1.7% | +2.8% |
| 6M | +11.2% | +56.4% | -45.2% | -1.3% |
| YTD | +14.2% | +78.1% | -63.9% | -1.7% |
| 1Y | +20.0% | +171.3% | -151.2% | -5.8% |
| 3Y | +68.8% | +118.7% | -49.9% | +25.5% |
| 5Y | +52.7% | +269.4% | -216.7% | -7.1% |
| All | +96.9% | +695.7% | -598.8% | -15.9% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling