+50.0%
ONTO vs IVZ
+152.3%
-102.3%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IVZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +2.4% | -5.2% | -4.6% |
| 7D | +17.5% | +7.6% | +9.9% | +11.5% |
| 30D | -15.7% | +4.3% | -20.0% | -17.8% |
| 3M | -39.7% | -9.3% | -30.4% | -34.9% |
| 6M | -26.5% | +5.2% | -31.7% | -28.2% |
| YTD | +29.0% | +13.4% | +15.5% | +19.1% |
| 1Y | +57.0% | +25.4% | +31.6% | +35.3% |
| 3Y | +50.0% | +152.5% | -102.5% | -13.9% |
| All | +50.0% | +152.3% | -102.3% | -13.9% |
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