-58.6%
MSTR vs VZ
+25.3%
-83.9%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +0.5% | -4.9% | -4.3% |
| 7D | +9.3% | +0.2% | +9.1% | +9.4% |
| 30D | +36.5% | +7.1% | +29.4% | +38.9% |
| 3M | +7.3% | +12.8% | -5.5% | +10.8% |
| 6M | +2.2% | +1.8% | +0.4% | +3.0% |
| YTD | -10.2% | +30.0% | -40.1% | -8.1% |
| 1Y | -58.6% | +24.3% | -82.9% | -59.8% |
| All | -58.6% | +25.3% | -83.9% | -59.8% |
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