+78.8%
VZ vs ON
-25.0%
+103.8%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.0% | -1.9% | -0.9% |
| 7D | +0.1% | +2.4% | -2.4% | +0.2% |
| 30D | +7.9% | -3.3% | +11.2% | +7.8% |
| 3M | +13.6% | -43.6% | +57.2% | +12.4% |
| 6M | +1.1% | +19.0% | -17.9% | +1.1% |
| YTD | +29.3% | +37.4% | -8.1% | +29.6% |
| 1Y | +21.2% | +54.8% | -33.5% | +21.7% |
| All | +78.8% | -25.0% | +103.8% | +75.9% |
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