+341.5%
ONTO vs IVZ
+115.7%
+225.8%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IVZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.6% | -8.0% | -7.6% | -10.8% |
| 7D | -29.7% | -6.7% | -23.0% | -26.4% |
| 30D | -50.3% | -10.9% | -39.4% | -46.5% |
| 3M | -43.5% | -14.8% | -28.6% | -37.5% |
| 6M | -48.9% | +2.4% | -51.3% | -49.0% |
| YTD | -1.2% | +5.4% | -6.6% | -3.2% |
| 1Y | +14.9% | +19.6% | -4.7% | +4.5% |
| 3Y | +31.2% | +122.4% | -91.2% | -17.6% |
| 5Y | +68.1% | +28.8% | +39.3% | +38.0% |
| All | +341.5% | +115.7% | +225.8% | +183.4% |
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 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