+113.8%
MSTR vs VZ
+26.2%
+87.6%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +0.5% | -4.9% | -4.4% |
| 7D | +9.3% | +0.2% | +9.1% | +9.3% |
| 30D | +36.5% | +7.1% | +29.4% | +36.0% |
| 3M | +7.3% | +12.8% | -5.5% | +6.5% |
| 6M | +2.2% | +1.8% | +0.4% | +2.3% |
| YTD | -10.2% | +30.0% | -40.1% | -12.9% |
| 1Y | -58.6% | +24.3% | -82.9% | -59.7% |
| 3Y | +283.2% | +84.3% | +198.9% | +196.4% |
| 5Y | +113.8% | +25.9% | +87.8% | +104.2% |
| All | +113.8% | +26.2% | +87.6% | +104.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling