+20.2%
VZ vs ONTO
+84.2%
-64.0%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +11.1% | -12.0% | -0.4% |
| 7D | +2.1% | -14.0% | +16.2% | +1.5% |
| 30D | +1.4% | -43.1% | +44.4% | -0.9% |
| 3M | -1.3% | -35.5% | +34.3% | -2.8% |
| 6M | -0.5% | -41.1% | +40.5% | -2.1% |
| YTD | +19.6% | +9.8% | +9.9% | +19.8% |
| 1Y | +22.4% | +31.5% | -9.1% | +22.9% |
| 3Y | +55.9% | +45.2% | +10.7% | +54.2% |
| All | +20.2% | +84.2% | -64.0% | +15.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling