+25.5%
VZ vs ONTO
+243.6%
-218.1%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +6.2% | -7.0% | -0.6% |
| 7D | +0.1% | -1.0% | +1.1% | +0.1% |
| 30D | +7.9% | -2.9% | +10.8% | +7.9% |
| 3M | +13.6% | -2.5% | +16.1% | +13.9% |
| 6M | +1.1% | +28.2% | -27.1% | +2.2% |
| YTD | +29.3% | +69.8% | -40.5% | +31.5% |
| 1Y | +21.2% | +162.9% | -141.6% | +24.2% |
| 3Y | +75.9% | +95.9% | -20.0% | +77.2% |
| All | +25.5% | +243.6% | -218.1% | +21.4% |
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