-43.5%
ONTO vs IVZ
-14.8%
-28.7%
-55.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3mo.
| Period | Portfolio | IVZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.6% | -8.0% | -7.6% | -7.2% |
| 7D | -29.7% | -6.7% | -23.0% | -23.2% |
| 30D | -50.3% | -10.9% | -39.4% | -43.1% |
| 3M | -43.5% | -14.8% | -28.6% | -33.4% |
| All | -43.5% | -14.8% | -28.7% | -33.4% |
Cumulative growth
Daily Returns
Daily percentage return beside IVZ.
Daily Out/Under-Performance
Portfolio return minus IVZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IVZ 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 3mo: compounded portfolio wealth divided by compounded IVZ 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…
3mo analysis · Full analysis span regression · Available span rolling