+18.2%
VZ vs ONON
-2.0%
+20.2%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -7.5% | +8.1% | +0.6% |
| 7D | +2.4% | -4.9% | +7.3% | +2.4% |
| 30D | +11.2% | -1.1% | +12.3% | +11.2% |
| 3M | 0.0% | -10.5% | +10.5% | +0.1% |
| 6M | +1.3% | -1.5% | +2.8% | +1.3% |
| YTD | +21.3% | -25.3% | +46.6% | +21.5% |
| 1Y | +23.9% | -0.7% | +24.7% | +23.8% |
| 3Y | +57.7% | +29.0% | +28.7% | +54.4% |
| 5Y | +21.2% | -6.7% | +27.9% | +15.7% |
| All | +18.2% | -2.0% | +20.2% | +12.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ONON.
Daily Out/Under-Performance
Portfolio return minus ONON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ONON 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 10y: compounded portfolio wealth divided by compounded ONON 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…
10y analysis · Full analysis span regression · 6 months rolling