+71.6%
VZ vs ON
+570.5%
-498.9%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +5.8% | -5.1% | +0.5% |
| 7D | +0.9% | +3.3% | -2.4% | +0.8% |
| 30D | +8.9% | -3.1% | +12.1% | +8.9% |
| 3M | +0.1% | -9.2% | +9.3% | +0.2% |
| 6M | +1.9% | -31.4% | +33.3% | +2.3% |
| YTD | +22.0% | +36.0% | -13.9% | +19.7% |
| 1Y | +22.1% | +52.0% | -29.9% | +19.3% |
| 3Y | +58.7% | +9.3% | +49.4% | +55.0% |
| 5Y | +22.3% | +26.5% | -4.2% | +16.4% |
| 10Y | +71.6% | +556.1% | -484.5% | +40.1% |
| All | +71.6% | +570.5% | -498.9% | +40.1% |
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