+57.4%
VZ vs ON
+7.1%
+50.3%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -3.6% | +3.2% | -0.5% |
| 7D | +1.5% | +12.2% | -10.8% | +1.8% |
| 30D | +4.4% | -3.1% | +7.5% | +4.3% |
| 3M | -2.4% | -12.9% | +10.5% | -2.6% |
| 6M | +1.4% | -38.6% | +40.0% | +0.5% |
| YTD | +21.4% | +31.2% | -9.8% | +21.3% |
| 1Y | +20.3% | +47.6% | -27.4% | +20.3% |
| 3Y | +57.4% | +6.6% | +50.8% | +57.3% |
| All | +57.4% | +7.1% | +50.3% | +57.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling