+15.6%
VZ vs ONTO
+459.0%
-443.5%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.8% | -1.2% | +0.6% |
| 7D | +2.4% | -2.4% | +4.8% | +2.4% |
| 30D | +11.2% | -32.9% | +44.1% | +10.9% |
| 3M | 0.0% | -32.2% | +32.2% | -0.2% |
| 6M | +1.3% | -30.6% | +31.9% | +0.9% |
| YTD | +21.3% | +25.1% | -3.9% | +19.7% |
| 1Y | +23.9% | +40.0% | -16.1% | +22.0% |
| 3Y | +57.7% | +45.7% | +12.0% | +50.9% |
| 5Y | +21.2% | +128.8% | -107.6% | +9.9% |
| All | +15.6% | +459.0% | -443.5% | -13.1% |
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