+21.7%
IGV vs ONON
-22.6%
+44.2%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ONON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +2.1% | -1.8% | -0.2% |
| 7D | -2.9% | -2.1% | -0.8% | -2.4% |
| 30D | -1.5% | -11.6% | +10.1% | +1.5% |
| 3M | +11.7% | -30.1% | +41.8% | +20.7% |
| 6M | +18.4% | -30.5% | +48.9% | +27.2% |
| YTD | -3.9% | -41.0% | +37.1% | +7.3% |
| 1Y | -9.7% | -36.7% | +27.0% | -1.6% |
| 3Y | +38.4% | -8.6% | +47.0% | +31.0% |
| All | +21.7% | -22.6% | +44.2% | +5.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ONON.
Daily Out/Under-Performance
Portfolio return minus ONON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ONON 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 ONON 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