+57.7%
VZ vs ON
+6.3%
+51.4%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.7% | -0.2% | +0.6% |
| 7D | +2.4% | -4.1% | +6.5% | +2.3% |
| 30D | +11.2% | -10.2% | +21.4% | +10.9% |
| 3M | 0.0% | -12.7% | +12.7% | -0.3% |
| 6M | +1.3% | -32.5% | +33.8% | +0.5% |
| YTD | +21.3% | +28.6% | -7.3% | +21.1% |
| 1Y | +23.9% | +43.4% | -19.5% | +23.8% |
| 3Y | +57.7% | +3.3% | +54.4% | +58.2% |
| All | +57.7% | +6.3% | +51.4% | +58.2% |
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