+22.4%
VZ vs MA
+19.4%
+3.0%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.5% | -0.4% | -0.9% |
| 7D | +2.1% | +2.3% | -0.2% | +2.0% |
| 30D | +1.4% | +14.7% | -13.3% | +1.0% |
| 3M | -1.3% | +13.5% | -14.8% | -1.6% |
| 6M | -0.5% | +33.1% | -33.6% | -0.2% |
| YTD | +19.6% | +15.1% | +4.6% | +21.6% |
| 1Y | +22.4% | +18.7% | +3.6% | +23.5% |
| All | +22.4% | +19.4% | +3.0% | +23.5% |
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