+20.2%
VZ vs OVV
+84.0%
-63.8%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.6% | -0.3% | -0.9% |
| 7D | +2.1% | -16.7% | +18.8% | +3.1% |
| 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% | +16.8% |
| 1Y | +22.4% | +64.8% | -42.5% | +19.1% |
| 3Y | +55.9% | +38.3% | +17.6% | +51.9% |
| All | +20.2% | +84.0% | -63.8% | +14.6% |
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 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