+73.3%
VZ vs ON
+557.7%
-484.4%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.1% | -0.3% | -0.1% |
| 7D | +0.9% | +17.0% | -16.1% | +0.6% |
| 30D | +6.9% | -3.9% | +10.8% | +7.0% |
| 3M | +0.6% | -11.5% | +12.1% | +0.8% |
| 6M | +0.3% | -29.2% | +29.5% | +0.6% |
| YTD | +21.9% | +36.2% | -14.3% | +19.5% |
| 1Y | +21.7% | +49.6% | -28.0% | +18.9% |
| 3Y | +58.5% | +9.4% | +49.1% | +54.8% |
| 5Y | +22.4% | +25.8% | -3.4% | +16.5% |
| All | +73.3% | +557.7% | -484.4% | +41.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling