+146.0%
IGV vs ONTO
+658.6%
-512.6%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +6.2% | -8.4% | -3.8% |
| 7D | -4.5% | -1.0% | -3.5% | -4.3% |
| 30D | +3.2% | -2.9% | +6.1% | +2.8% |
| 3M | +4.5% | -2.5% | +7.0% | +0.8% |
| 6M | +22.1% | +28.2% | -6.1% | +6.5% |
| YTD | -1.0% | +69.8% | -70.8% | -21.3% |
| 1Y | -2.1% | +162.9% | -165.0% | -32.9% |
| 3Y | +44.6% | +95.9% | -51.4% | -4.2% |
| 5Y | +22.2% | +244.5% | -222.3% | -37.8% |
| All | +146.0% | +658.6% | -512.6% | -15.6% |
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