+16.3%
VZ vs ONTO
+508.7%
-492.4%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +8.9% | -8.3% | +0.7% |
| 7D | +0.9% | +16.4% | -15.4% | +1.1% |
| 30D | +8.9% | -21.4% | +30.4% | +8.8% |
| 3M | +0.1% | -32.7% | +32.9% | 0.0% |
| 6M | +1.9% | -25.2% | +27.1% | +1.6% |
| YTD | +22.0% | +36.2% | -14.2% | +20.5% |
| 1Y | +22.1% | +61.2% | -39.1% | +20.2% |
| 3Y | +58.7% | +58.7% | 0.0% | +52.0% |
| 5Y | +22.3% | +143.6% | -121.3% | +11.2% |
| All | +16.3% | +508.7% | -492.4% | -12.5% |
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