+325.6%
VZ vs OVV
+162.8%
+162.8%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.7% | +0.9% | -0.7% |
| 7D | +0.1% | +0.3% | -0.2% | +0.1% |
| 30D | +7.9% | +11.7% | -3.8% | +6.8% |
| 3M | +13.6% | +9.8% | +3.9% | +12.6% |
| 6M | +1.1% | +26.6% | -25.5% | -1.2% |
| YTD | +29.3% | +67.0% | -37.7% | +23.3% |
| 1Y | +21.2% | +55.9% | -34.7% | +16.1% |
| 3Y | +75.9% | +45.5% | +30.4% | +67.2% |
| 5Y | +24.1% | +157.3% | -133.3% | +9.2% |
| 10Y | +62.4% | +65.0% | -2.6% | +31.7% |
| All | +325.6% | +162.8% | +162.8% | +147.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling