+58.0%
VZ vs OMC
+28.0%
+30.0%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.3% | +2.2% | +0.3% |
| 7D | +0.9% | -0.3% | +1.2% | +1.0% |
| 30D | +6.9% | +10.6% | -3.7% | +5.3% |
| 3M | +0.6% | +2.6% | -2.0% | +0.1% |
| 6M | +0.3% | +16.6% | -16.3% | -1.9% |
| YTD | +21.9% | +10.9% | +11.0% | +19.9% |
| 1Y | +21.7% | +22.1% | -0.4% | +17.6% |
| All | +58.0% | +28.0% | +30.0% | +54.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling