+25.2%
VZ vs OMC
+24.5%
+0.7%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +5.2% | -3.2% | +1.4% |
| 7D | +6.9% | +12.5% | -5.6% | +5.3% |
| 30D | +2.3% | +16.3% | -14.0% | +0.4% |
| 3M | 0.0% | +8.1% | -8.1% | -1.0% |
| 6M | +0.2% | +17.2% | -16.9% | -1.1% |
| YTD | +20.9% | +11.8% | +9.1% | +20.3% |
| 1Y | +25.2% | +23.9% | +1.3% | +23.7% |
| All | +25.2% | +24.5% | +0.7% | +23.7% |
Cumulative growth
Daily Returns
Daily percentage return beside OMC.
Daily Out/Under-Performance
Portfolio return minus OMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OMC 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 OMC 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