+15.0%
VZ vs ONTO
+449.2%
-434.3%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +12.0% | -11.2% | +0.9% |
| 7D | +2.2% | +1.4% | +0.9% | +2.3% |
| 30D | +10.6% | -34.1% | +44.7% | +10.3% |
| 3M | -0.6% | -37.1% | +36.5% | -0.9% |
| 6M | +0.7% | -31.8% | +32.6% | +0.4% |
| YTD | +20.6% | +22.9% | -2.3% | +19.0% |
| 1Y | +22.7% | +39.5% | -16.8% | +20.7% |
| 3Y | +57.2% | +57.7% | -0.4% | +49.5% |
| 5Y | +21.4% | +115.8% | -94.4% | +10.5% |
| All | +15.0% | +449.2% | -434.3% | -13.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ONTO.
Daily Out/Under-Performance
Portfolio return minus ONTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ONTO 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 ONTO 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