+65.5%
VZ vs MCD
+213.9%
-148.4%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MCD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.5% | -0.4% | -0.8% |
| 7D | +2.1% | +7.1% | -5.0% | 0.0% |
| 30D | +1.4% | +19.8% | -18.4% | -4.1% |
| 3M | -1.3% | +0.8% | -2.1% | -1.7% |
| 6M | -0.5% | -1.3% | +0.8% | -0.4% |
| YTD | +19.6% | -7.8% | +27.4% | +22.1% |
| 1Y | +22.4% | -5.0% | +27.3% | +23.7% |
| 3Y | +55.9% | +10.5% | +45.3% | +49.7% |
| 5Y | +20.4% | +22.0% | -1.6% | +11.7% |
| All | +65.5% | +213.9% | -148.4% | +28.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MCD.
Daily Out/Under-Performance
Portfolio return minus MCD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MCD 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 MCD 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