+26.7%
VZ vs ONON
-23.0%
+49.7%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ONON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.6% | +3.1% | +0.6% |
| 7D | +0.2% | -1.7% | +1.9% | +0.2% |
| 30D | +7.1% | -27.4% | +34.5% | +7.4% |
| 3M | +12.8% | -26.5% | +39.3% | +13.1% |
| 6M | +1.8% | -34.2% | +36.0% | +2.2% |
| YTD | +30.0% | -41.3% | +71.3% | +30.6% |
| 1Y | +24.3% | -39.7% | +64.0% | +24.8% |
| 3Y | +84.3% | -7.8% | +92.1% | +81.2% |
| All | +26.7% | -23.0% | +49.7% | +20.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling