+298.8%
ROIV vs ONTO
+496.1%
-197.2%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +18.8% | +4.9% | +13.9% | +17.7% |
| 7D | +20.2% | +9.7% | +10.5% | +18.0% |
| 30D | +14.1% | -8.8% | +23.0% | +15.9% |
| 3M | +45.6% | +4.5% | +41.1% | +41.0% |
| 6M | +44.1% | +56.4% | -12.3% | +27.0% |
| YTD | +91.2% | +78.1% | +13.1% | +63.8% |
| 1Y | +221.3% | +171.3% | +50.0% | +149.4% |
| 3Y | +229.2% | +118.7% | +110.5% | +143.9% |
| 5Y | +316.5% | +269.4% | +47.1% | +165.8% |
| All | +298.8% | +496.1% | -197.2% | +148.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling