+75,738.0%
MU vs VZ
+943.0%
+74,795.0%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.5% | -1.6% | -1.3% |
| 7D | -15.2% | +2.4% | -17.6% | -16.0% |
| 30D | -29.5% | +11.2% | -40.7% | -32.6% |
| 3M | -15.8% | 0.0% | -15.8% | -16.8% |
| 6M | -2.9% | +1.3% | -4.2% | -5.8% |
| YTD | +154.2% | +21.3% | +133.0% | +126.4% |
| 1Y | +186.6% | +23.9% | +162.6% | +152.0% |
| 3Y | +871.5% | +57.7% | +813.8% | +642.3% |
| 5Y | +911.7% | +21.2% | +890.5% | +747.4% |
| 10Y | +4,277.4% | +70.6% | +4,206.8% | +2,996.8% |
| All | +75,738.0% | +943.0% | +74,795.0% | +24,283.0% |
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 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