+719.8%
MU vs VZ
+21.5%
+698.2%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -0.9% | +7.0% | +5.4% |
| 7D | +9.0% | +0.1% | +8.9% | +9.1% |
| 30D | +13.8% | +7.9% | +5.9% | +20.5% |
| 3M | +2.1% | +13.6% | -11.6% | +13.7% |
| 6M | +153.8% | +1.1% | +152.7% | +166.5% |
| YTD | +256.4% | +29.3% | +227.1% | +327.8% |
| 1Y | +719.8% | +21.2% | +698.5% | +910.0% |
| All | +719.8% | +21.5% | +698.2% | +910.0% |
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