+23.2%
VZ vs ONTO
+658.6%
-635.4%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +6.2% | -7.0% | -0.9% |
| 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% | +13.4% |
| 6M | +1.1% | +28.2% | -27.1% | +0.5% |
| YTD | +29.3% | +69.8% | -40.5% | +27.8% |
| 1Y | +21.2% | +162.9% | -141.6% | +18.6% |
| 3Y | +75.9% | +95.9% | -20.0% | +68.5% |
| 5Y | +24.1% | +244.5% | -220.4% | +11.3% |
| All | +23.2% | +658.6% | -635.4% | -7.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling