+250.4%
ROIV vs ONTO
+243.6%
+6.7%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +6.2% | -4.6% | +0.2% |
| 7D | +0.6% | -1.0% | +1.7% | +0.8% |
| 30D | +1.0% | -2.9% | +3.8% | +0.8% |
| 3M | +18.3% | -2.5% | +20.7% | +15.7% |
| 6M | +18.3% | +28.2% | -9.9% | +7.4% |
| YTD | +61.0% | +69.8% | -8.8% | +36.9% |
| 1Y | +177.9% | +162.9% | +15.0% | +110.7% |
| 3Y | +199.1% | +95.9% | +103.1% | +116.1% |
| All | +250.4% | +243.6% | +6.7% | +90.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling