+990.1%
VZ vs MCD
+6,068.4%
-5,078.3%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MCD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.5% | +0.6% | -0.5% |
| 7D | +0.1% | -2.8% | +2.9% | +0.9% |
| 30D | +7.9% | -6.0% | +13.9% | +9.8% |
| 3M | +13.6% | -5.6% | +19.2% | +15.4% |
| 6M | +1.1% | -21.9% | +22.9% | +8.2% |
| YTD | +29.3% | -14.7% | +44.0% | +34.9% |
| 1Y | +21.2% | -17.3% | +38.5% | +27.5% |
| 3Y | +75.9% | -2.2% | +78.1% | +75.5% |
| 5Y | +24.1% | +20.3% | +3.8% | +16.2% |
| 10Y | +62.4% | +180.7% | -118.3% | +17.4% |
| All | +990.1% | +6,068.4% | -5,078.3% | +212.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling