+273.8%
ROIV vs ONTO
+267.4%
+6.4%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +11.1% | -4.9% | +3.9% |
| 7D | +5.3% | -14.0% | +19.4% | +8.1% |
| 30D | +11.9% | -43.1% | +55.0% | +24.3% |
| 3M | +10.7% | -35.5% | +46.2% | +18.7% |
| 6M | +34.9% | -41.1% | +76.0% | +44.5% |
| YTD | +79.2% | +9.8% | +69.4% | +67.1% |
| 1Y | +89.0% | +31.5% | +57.5% | +69.2% |
| 3Y | +337.3% | +45.2% | +292.2% | +247.5% |
| 5Y | +402.3% | +86.7% | +315.6% | +254.1% |
| All | +273.8% | +267.4% | +6.4% | +153.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling