+25.2%
VZ vs ON
+41.6%
-16.4%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -1.9% | +3.9% | +1.9% |
| 7D | +6.9% | -5.8% | +12.7% | +6.5% |
| 30D | +2.3% | -17.1% | +19.4% | +1.2% |
| 3M | 0.0% | -11.8% | +11.8% | -0.6% |
| 6M | +0.2% | -30.2% | +30.4% | -1.4% |
| YTD | +20.9% | +31.6% | -10.7% | +23.3% |
| 1Y | +25.2% | +47.6% | -22.3% | +27.4% |
| All | +25.2% | +41.6% | -16.4% | +27.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ON.
Daily Out/Under-Performance
Portfolio return minus ON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ON 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 ON 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