+169.1%
IVV vs ONTO
+390.5%
-221.4%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +11.1% | -10.7% | -1.9% |
| 7D | -2.7% | -14.0% | +11.3% | -0.2% |
| 30D | -5.4% | -43.1% | +37.7% | +5.2% |
| 3M | -4.1% | -35.5% | +31.5% | +2.6% |
| 6M | +0.7% | -41.1% | +41.8% | +7.3% |
| YTD | +8.7% | +9.8% | -1.0% | -1.0% |
| 1Y | +11.0% | +31.5% | -20.5% | -3.4% |
| 3Y | +75.4% | +45.2% | +30.3% | +33.3% |
| 5Y | +68.3% | +86.7% | -18.4% | +11.5% |
| All | +169.1% | +390.5% | -221.4% | +13.2% |
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