+25.5%
VZ vs OVV
+160.2%
-134.7%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.7% | +0.9% | -0.8% |
| 7D | +0.1% | +0.3% | -0.2% | +0.1% |
| 30D | +7.9% | +11.7% | -3.8% | +7.3% |
| 3M | +13.6% | +9.8% | +3.9% | +13.0% |
| 6M | +1.1% | +26.6% | -25.5% | -0.3% |
| YTD | +29.3% | +67.0% | -37.7% | +25.8% |
| 1Y | +21.2% | +55.9% | -34.7% | +18.3% |
| 3Y | +75.9% | +45.5% | +30.4% | +70.9% |
| All | +25.5% | +160.2% | -134.7% | +15.4% |
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