+138.0%
IGV vs ONTO
+476.3%
-338.3%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.9% | +2.6% | +0.4% |
| 7D | +2.3% | +17.5% | -15.2% | -1.8% |
| 30D | -6.0% | -15.7% | +9.7% | -3.1% |
| 3M | -4.8% | -39.7% | +34.9% | +5.4% |
| 6M | +14.2% | -26.5% | +40.7% | +15.4% |
| YTD | -4.2% | +29.0% | -33.2% | -20.1% |
| 1Y | -5.3% | +57.0% | -62.2% | -25.7% |
| 3Y | +38.8% | +50.0% | -11.2% | -3.2% |
| 5Y | +14.2% | +127.3% | -113.0% | -35.8% |
| All | +138.0% | +476.3% | -338.3% | -14.4% |
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 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