+25.2%
VZ vs MA
+24.3%
+1.0%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +3.9% | -1.9% | +1.8% |
| 7D | +6.9% | +10.2% | -3.3% | +6.4% |
| 30D | +2.3% | +19.3% | -17.1% | +1.7% |
| 3M | 0.0% | +18.0% | -18.0% | -0.5% |
| 6M | +0.2% | +33.7% | -33.5% | +0.3% |
| YTD | +20.9% | +18.6% | +2.3% | +22.7% |
| 1Y | +25.2% | +22.5% | +2.8% | +26.1% |
| All | +25.2% | +24.3% | +1.0% | +26.1% |
Cumulative growth
Daily Returns
Daily percentage return beside MA.
Daily Out/Under-Performance
Portfolio return minus MA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MA 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 1y: compounded portfolio wealth divided by compounded MA 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…
1y analysis · Full analysis span regression · 6 months rolling