+59.9%
VZ vs ON
+582.4%
-522.5%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.0% | -1.9% | -0.9% |
| 7D | +0.1% | +2.4% | -2.4% | 0.0% |
| 30D | +7.9% | -3.3% | +11.2% | +8.0% |
| 3M | +13.6% | -43.6% | +57.2% | +15.0% |
| 6M | +1.1% | +19.0% | -17.9% | -0.3% |
| YTD | +29.3% | +37.4% | -8.1% | +26.8% |
| 1Y | +21.2% | +54.8% | -33.5% | +18.3% |
| 3Y | +75.9% | -25.2% | +101.1% | +74.8% |
| 5Y | +24.1% | +62.7% | -38.6% | +15.8% |
| All | +59.9% | +582.4% | -522.5% | +23.8% |
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