+45.2%
ONTO vs IVZ
+122.1%
-77.0%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IVZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.1% | 0.0% | +11.1% | +11.1% |
| 7D | -14.0% | -2.4% | -11.6% | -12.1% |
| 30D | -43.1% | -11.2% | -31.9% | -37.6% |
| 3M | -35.5% | -14.0% | -21.5% | -27.7% |
| 6M | -41.1% | +0.5% | -41.5% | -40.3% |
| YTD | +9.8% | +5.4% | +4.3% | +6.8% |
| 1Y | +31.5% | +19.5% | +12.1% | +17.4% |
| 3Y | +45.2% | +128.7% | -83.5% | -14.2% |
| All | +45.2% | +122.1% | -77.0% | -14.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling