+2,423.9%
MUU vs VZ
+29.1%
+2,394.7%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | +0.5% | -9.8% | -8.8% |
| 7D | +3.6% | -1.2% | +4.8% | +2.3% |
| 30D | +22.3% | +5.7% | +16.6% | +31.1% |
| 3M | -8.2% | +8.2% | -16.5% | +6.8% |
| 6M | +256.3% | +1.7% | +254.6% | +296.0% |
| YTD | +534.4% | +28.9% | +505.6% | +775.1% |
| 1Y | +2,163.5% | +22.7% | +2,140.7% | +2,945.0% |
| All | +2,423.9% | +29.1% | +2,394.7% | +4,007.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling