+21.4%
VZ vs M
-2.8%
+24.2%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | M | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +8.1% | -7.3% | +0.5% |
| 7D | +2.2% | +2.5% | -0.3% | +2.1% |
| 30D | +10.6% | +10.1% | +0.5% | +10.2% |
| 3M | -0.6% | -0.9% | +0.3% | -0.7% |
| 6M | +0.7% | +30.2% | -29.4% | -0.1% |
| YTD | +20.6% | +16.3% | +4.3% | +19.8% |
| 1Y | +22.7% | +27.0% | -4.2% | +21.5% |
| 3Y | +57.2% | +154.5% | -97.3% | +50.0% |
| 5Y | +21.4% | -1.1% | +22.4% | +18.4% |
| All | +21.4% | -2.8% | +24.2% | +18.4% |
Cumulative growth
Daily Returns
Daily percentage return beside M.
Daily Out/Under-Performance
Portfolio return minus M return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × M 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 M 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