+72,065.9%
MU vs VZ
+929.0%
+71,136.8%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -0.9% | +6.1% | +5.5% |
| 7D | -22.0% | +2.1% | -24.2% | -22.7% |
| 30D | -36.6% | +1.4% | -37.9% | -37.4% |
| 3M | -21.7% | -1.3% | -20.5% | -22.3% |
| 6M | +3.5% | -0.5% | +4.1% | +1.2% |
| YTD | +141.9% | +19.6% | +122.3% | +116.5% |
| 1Y | +189.8% | +22.4% | +167.5% | +156.0% |
| 3Y | +855.4% | +55.9% | +799.5% | +632.8% |
| 5Y | +869.2% | +20.4% | +848.8% | +713.1% |
| 10Y | +4,142.8% | +66.9% | +4,075.9% | +2,927.4% |
| All | +72,065.9% | +929.0% | +71,136.8% | +23,214.1% |
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 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