+65.5%
VZ vs OVV
+50.1%
+15.5%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.6% | -0.3% | -0.9% |
| 7D | +2.1% | -16.7% | +18.8% | +2.9% |
| 30D | +1.4% | -1.5% | +2.9% | +1.4% |
| 3M | -1.3% | +1.6% | -2.8% | -1.4% |
| 6M | -0.5% | +2.0% | -2.6% | -0.8% |
| YTD | +19.6% | +56.8% | -37.2% | +17.1% |
| 1Y | +22.4% | +64.8% | -42.5% | +19.5% |
| 3Y | +55.9% | +38.3% | +17.6% | +52.4% |
| 5Y | +20.4% | +84.9% | -64.5% | +15.0% |
| All | +65.5% | +50.1% | +15.5% | +46.6% |
Cumulative growth
Daily Returns
Daily percentage return beside OVV.
Daily Out/Under-Performance
Portfolio return minus OVV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OVV 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 OVV 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