+236.7%
VZ vs ON
+154.5%
+82.2%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.5% | -1.4% | -1.0% |
| 7D | +2.1% | -11.7% | +13.8% | +2.9% |
| 30D | +1.4% | -23.3% | +24.6% | +3.0% |
| 3M | -1.3% | -19.2% | +17.9% | -0.2% |
| 6M | -0.5% | -40.1% | +39.6% | +1.7% |
| YTD | +19.6% | +16.9% | +2.7% | +16.2% |
| 1Y | +22.4% | +29.7% | -7.4% | +17.9% |
| 3Y | +55.9% | -4.4% | +60.3% | +50.2% |
| 5Y | +20.4% | +7.1% | +13.3% | +12.1% |
| 10Y | +66.9% | +447.2% | -380.3% | +29.3% |
| All | +236.7% | +154.5% | +82.2% | +118.2% |
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 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