+37.7%
IGV vs ONTO
+64.6%
-26.9%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.8% | -2.9% | -1.4% |
| 7D | -2.3% | -2.4% | +0.1% | -2.3% |
| 30D | -11.0% | -32.9% | +22.0% | -6.5% |
| 3M | -4.5% | -32.2% | +27.8% | -0.5% |
| 6M | +10.1% | -30.6% | +40.7% | +11.7% |
| YTD | -5.1% | +25.1% | -30.2% | -15.8% |
| 1Y | -10.2% | +40.0% | -50.2% | -22.4% |
| 3Y | +37.7% | +45.7% | -8.0% | +8.5% |
| All | +37.7% | +64.6% | -26.9% | +8.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling