-42.3%
MSTR vs VZ
+24.4%
-66.7%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +2.1% | +3.0% | +5.8% |
| 7D | -1.8% | +6.9% | -8.7% | +0.5% |
| 30D | -13.3% | +2.3% | -15.6% | -12.1% |
| 3M | +46.0% | 0.0% | +46.0% | +47.2% |
| 6M | -22.4% | +0.2% | -22.7% | -21.4% |
| YTD | -6.2% | +20.9% | -27.1% | -5.7% |
| 1Y | -42.3% | +25.2% | -67.5% | -42.1% |
| All | -42.3% | +24.4% | -66.7% | -42.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VZ.
Daily Out/Under-Performance
Portfolio return minus VZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VZ 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 VZ 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