+990.1%
VZ vs OMC
+6,006.3%
-5,016.2%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.5% | +1.6% | -0.3% |
| 7D | +0.1% | -6.4% | +6.5% | +1.5% |
| 30D | +7.9% | +1.1% | +6.8% | +7.6% |
| 3M | +13.6% | +10.4% | +3.2% | +10.9% |
| 6M | +1.1% | -1.7% | +2.8% | +1.0% |
| YTD | +29.3% | +4.4% | +24.8% | +26.6% |
| 1Y | +21.2% | +8.4% | +12.8% | +17.3% |
| 3Y | +75.9% | +14.4% | +61.5% | +65.8% |
| 5Y | +24.1% | +33.9% | -9.8% | +10.3% |
| 10Y | +62.4% | +34.9% | +27.5% | +38.8% |
| All | +990.1% | +6,006.3% | -5,016.2% | +403.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling