+21.5%
VZ vs OVV
+88.6%
-67.0%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.9% | +2.7% | 0.0% |
| 7D | +5.6% | -14.9% | +20.5% | +6.5% |
| 30D | +1.9% | -0.9% | +2.8% | +1.8% |
| 3M | +0.8% | +5.6% | -4.8% | +0.4% |
| 6M | +0.6% | -2.5% | +3.1% | +0.5% |
| YTD | +20.8% | +57.8% | -37.1% | +17.8% |
| 1Y | +23.9% | +70.1% | -46.1% | +20.5% |
| 3Y | +55.7% | +35.1% | +20.6% | +51.9% |
| 5Y | +21.5% | +86.1% | -64.5% | +15.9% |
| All | +21.5% | +88.6% | -67.0% | +15.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling