+658.6%
ONTO vs IVZ
+163.5%
+495.1%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IVZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +1.1% | +5.1% | +5.5% |
| 7D | -1.0% | +0.6% | -1.7% | -1.4% |
| 30D | -2.9% | +4.0% | -6.9% | -5.2% |
| 3M | -2.5% | +18.2% | -20.6% | -11.0% |
| 6M | +28.2% | +32.8% | -4.6% | +9.2% |
| YTD | +69.8% | +28.7% | +41.0% | +46.8% |
| 1Y | +162.9% | +55.4% | +107.5% | +104.2% |
| 3Y | +95.9% | +135.2% | -39.3% | +17.2% |
| 5Y | +244.5% | +64.2% | +180.3% | +143.6% |
| All | +658.6% | +163.5% | +495.1% | +329.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling