+374.1%
VZ vs MA
+17,925.8%
-17,551.6%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.5% | +2.4% | +0.4% |
| 7D | +5.6% | +3.2% | +2.5% | +4.9% |
| 30D | +1.9% | +15.9% | -14.1% | -1.5% |
| 3M | +0.8% | +15.2% | -14.4% | -2.4% |
| 6M | +0.6% | +32.4% | -31.8% | -5.7% |
| YTD | +20.8% | +15.6% | +5.1% | +16.3% |
| 1Y | +23.9% | +19.3% | +4.6% | +18.4% |
| 3Y | +55.7% | +73.0% | -17.3% | +35.9% |
| 5Y | +21.5% | +93.7% | -72.2% | +2.0% |
| 10Y | +68.5% | +575.0% | -506.5% | +0.9% |
| All | +374.1% | +17,925.8% | -17,551.6% | +48.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling