+57.2%
VZ vs ONON
+32.1%
+25.1%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ONON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.5% | +0.4% | +0.8% |
| 7D | +2.2% | +5.7% | -3.4% | +2.4% |
| 30D | +10.6% | +7.0% | +3.6% | +10.8% |
| 3M | -0.6% | -0.1% | -0.6% | -0.4% |
| 6M | +0.7% | +6.5% | -5.8% | +1.2% |
| YTD | +20.6% | -19.3% | +39.9% | +20.1% |
| 1Y | +22.7% | +7.2% | +15.5% | +23.6% |
| 3Y | +57.2% | +39.1% | +18.1% | +57.3% |
| All | +57.2% | +32.1% | +25.1% | +57.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling