+106,206.6%
MU vs VZ
+1,012.0%
+105,194.6%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -0.9% | +7.0% | +6.4% |
| 7D | +9.0% | +0.1% | +8.9% | +8.9% |
| 30D | +13.8% | +7.9% | +5.9% | +10.4% |
| 3M | +2.1% | +13.6% | -11.6% | -4.2% |
| 6M | +153.8% | +1.1% | +152.7% | +148.4% |
| YTD | +256.4% | +29.3% | +227.1% | +213.2% |
| 1Y | +719.8% | +21.2% | +698.5% | +635.2% |
| 3Y | +1,360.4% | +75.9% | +1,284.5% | +974.7% |
| 5Y | +1,312.4% | +24.1% | +1,288.3% | +1,088.7% |
| 10Y | +6,142.6% | +62.4% | +6,080.2% | +4,487.2% |
| All | +106,206.6% | +1,012.0% | +105,194.6% | +33,625.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling