+57.3%
VZ vs MCD
+11.5%
+45.8%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MCD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.8% | +0.7% | +0.1% |
| 7D | +5.6% | +8.0% | -2.4% | +3.1% |
| 30D | +1.9% | +19.6% | -17.8% | -3.7% |
| 3M | +0.8% | +2.2% | -1.4% | -0.2% |
| 6M | +0.6% | -1.1% | +1.8% | +0.5% |
| YTD | +20.8% | -7.2% | +28.0% | +22.8% |
| 1Y | +23.9% | -6.7% | +30.6% | +25.8% |
| All | +57.3% | +11.5% | +45.8% | +50.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling