+80.3%
IVV vs ONON
+32.1%
+48.1%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ONON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +0.5% | +1.9% | +2.3% |
| 7D | +0.1% | +5.7% | -5.6% | -0.6% |
| 30D | -3.3% | +7.0% | -10.3% | -4.2% |
| 3M | -2.4% | -0.1% | -2.3% | -2.9% |
| 6M | +2.6% | +6.5% | -3.9% | +0.8% |
| YTD | +11.3% | -19.3% | +30.5% | +13.3% |
| 1Y | +13.4% | +7.2% | +6.2% | +10.3% |
| 3Y | +80.3% | +39.1% | +41.2% | +72.1% |
| All | +80.3% | +32.1% | +48.1% | +72.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling