+72.6%
VZ vs MA
+567.5%
-494.9%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.3% | -1.7% | -0.7% |
| 7D | +1.5% | +1.3% | +0.2% | +1.2% |
| 30D | +4.4% | +9.6% | -5.2% | +2.6% |
| 3M | -2.4% | +16.8% | -19.1% | -5.2% |
| 6M | +1.4% | +35.2% | -33.8% | -4.2% |
| YTD | +21.4% | +16.6% | +4.8% | +17.6% |
| 1Y | +20.3% | +19.8% | +0.5% | +15.8% |
| 3Y | +57.4% | +70.7% | -13.3% | +40.8% |
| 5Y | +21.9% | +87.4% | -65.5% | +5.9% |
| All | +72.6% | +567.5% | -494.9% | +21.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling