+23.9%
VZ vs OVV
+61.3%
-37.4%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.8% | -1.3% | +0.4% |
| 7D | +2.4% | -7.3% | +9.6% | +3.0% |
| 30D | +11.2% | -3.6% | +14.8% | +11.2% |
| 3M | 0.0% | -2.6% | +2.6% | -0.1% |
| 6M | +1.3% | +7.6% | -6.3% | -0.1% |
| YTD | +21.3% | +59.6% | -38.3% | +15.2% |
| 1Y | +23.9% | +62.2% | -38.3% | +17.1% |
| All | +23.9% | +61.3% | -37.4% | +17.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling