+23.3%
VZ vs ON
+40.9%
-17.6%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +9.2% | -8.4% | +1.4% |
| 7D | +2.2% | -1.4% | +3.7% | +2.2% |
| 30D | +10.6% | -10.9% | +21.4% | +9.9% |
| 3M | -0.6% | -14.9% | +14.3% | -1.4% |
| 6M | +0.7% | -33.0% | +33.8% | -1.1% |
| YTD | +20.6% | +27.6% | -7.0% | +23.0% |
| All | +23.3% | +40.9% | -17.6% | +25.6% |
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