+313.7%
IVV vs ON
+552.1%
-238.5%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | ON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -4.4% | +3.8% | +0.4% |
| 7D | +0.5% | -2.2% | +2.7% | +1.0% |
| 30D | -1.0% | -12.4% | +11.5% | +1.8% |
| 3M | +3.9% | -41.2% | +45.1% | +14.6% |
| 6M | +14.5% | +25.0% | -10.5% | +4.8% |
| YTD | +12.9% | +31.3% | -18.4% | +1.7% |
| 1Y | +19.4% | +45.4% | -26.1% | +4.2% |
| 3Y | +78.8% | -27.4% | +106.2% | +72.9% |
| 5Y | +82.2% | +58.5% | +23.7% | +37.1% |
| 10Y | +313.7% | +561.8% | -248.2% | +105.5% |
| All | +313.7% | +552.1% | -238.5% | +105.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ON.
Daily Out/Under-Performance
Portfolio return minus ON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ON 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded ON 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling