+65.5%
VZ vs ON
+527.7%
-462.2%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +9.2% | -8.4% | +0.6% |
| 7D | +2.2% | -1.4% | +3.7% | +2.2% |
| 30D | +10.6% | -10.9% | +21.4% | +10.8% |
| 3M | -0.6% | -14.9% | +14.3% | -0.4% |
| 6M | +0.7% | -33.0% | +33.8% | +1.2% |
| YTD | +20.6% | +27.6% | -7.0% | +18.4% |
| 1Y | +22.7% | +44.5% | -21.8% | +19.9% |
| 3Y | +57.2% | +7.4% | +49.8% | +53.4% |
| 5Y | +21.4% | +18.7% | +2.6% | +15.6% |
| 10Y | +65.5% | +516.0% | -450.5% | +33.3% |
| All | +65.5% | +527.7% | -462.2% | +33.3% |
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