+265.1%
MU vs VZ
+24.4%
+240.7%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.0% | +2.1% | -9.1% | -5.2% |
| 7D | -19.1% | +6.9% | -26.0% | -14.1% |
| 30D | -25.2% | +2.3% | -27.5% | -22.6% |
| 3M | -10.9% | 0.0% | -10.9% | -9.1% |
| 6M | +38.0% | +0.2% | +37.8% | +45.2% |
| YTD | +178.8% | +20.9% | +157.9% | +242.7% |
| 1Y | +265.1% | +25.2% | +239.9% | +368.4% |
| All | +265.1% | +24.4% | +240.7% | +368.4% |
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