+239.8%
VZ vs ON
+153.3%
+86.5%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -11.6% | +11.4% | +0.7% |
| 7D | +5.6% | -16.3% | +21.9% | +6.8% |
| 30D | +1.9% | -27.0% | +28.9% | +3.9% |
| 3M | +0.8% | -18.1% | +18.9% | +1.8% |
| 6M | +0.6% | -38.6% | +39.2% | +2.7% |
| YTD | +20.8% | +16.4% | +4.4% | +17.4% |
| 1Y | +23.9% | +25.8% | -1.9% | +19.7% |
| 3Y | +55.7% | -7.7% | +63.4% | +50.4% |
| 5Y | +21.5% | +6.6% | +15.0% | +13.2% |
| 10Y | +68.5% | +444.6% | -376.1% | +30.6% |
| All | +239.8% | +153.3% | +86.5% | +120.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling