+6,169.9%
MU vs VZ
+60.3%
+6,109.6%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -1.3% | +4.1% | +2.9% |
| 7D | +7.5% | -1.0% | +8.5% | +7.6% |
| 30D | +19.4% | +5.8% | +13.6% | +18.7% |
| 3M | +9.8% | +10.5% | -0.7% | +8.3% |
| 6M | +164.1% | +1.8% | +162.4% | +163.6% |
| YTD | +260.3% | +28.3% | +232.1% | +243.9% |
| 1Y | +661.2% | +22.0% | +639.2% | +632.6% |
| 3Y | +1,380.8% | +81.8% | +1,299.0% | +1,116.9% |
| 5Y | +1,346.4% | +25.3% | +1,321.0% | +1,270.8% |
| 10Y | +6,169.9% | +64.4% | +6,105.5% | +5,513.1% |
| All | +6,169.9% | +60.3% | +6,109.6% | +5,513.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling