+92.4%
ROIV vs ONTO
+46.1%
+46.3%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -8.7% | +14.8% | +7.6% |
| 7D | +3.0% | -17.4% | +20.4% | +6.5% |
| 30D | +6.8% | -43.2% | +50.1% | +18.6% |
| 3M | +10.5% | -35.7% | +46.3% | +18.3% |
| 6M | +34.8% | -38.3% | +73.1% | +40.7% |
| YTD | +76.2% | +17.1% | +59.1% | +62.6% |
| 1Y | +92.4% | +43.1% | +49.3% | +70.3% |
| All | +92.4% | +46.1% | +46.3% | +70.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ONTO.
Daily Out/Under-Performance
Portfolio return minus ONTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ONTO 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 1y: compounded portfolio wealth divided by compounded ONTO 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…
1y analysis · Full analysis span regression · 6 months rolling