+855.4%
MU vs VZ
+54.4%
+801.0%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -0.9% | +6.1% | +4.6% |
| 7D | -22.0% | +2.1% | -24.2% | -21.0% |
| 30D | -36.6% | +1.4% | -37.9% | -35.5% |
| 3M | -21.7% | -1.3% | -20.5% | -21.2% |
| 6M | +3.5% | -0.5% | +4.1% | +6.3% |
| YTD | +141.9% | +19.6% | +122.3% | +166.9% |
| 1Y | +189.8% | +22.4% | +167.5% | +222.4% |
| 3Y | +855.4% | +55.9% | +799.5% | +1,020.0% |
| All | +855.4% | +54.4% | +801.0% | +1,020.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling