+867.6%
VZ vs MCK
+6,878.5%
-6,010.9%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MCK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.1% | +2.6% | +0.9% |
| 7D | +0.2% | -1.9% | +2.2% | +0.5% |
| 30D | +7.1% | +2.4% | +4.8% | +6.6% |
| 3M | +12.8% | +16.1% | -3.3% | +9.8% |
| 6M | +1.8% | -3.1% | +4.9% | +2.0% |
| YTD | +30.0% | +8.7% | +21.3% | +27.3% |
| 1Y | +24.3% | +28.1% | -3.8% | +18.2% |
| 3Y | +84.3% | +114.1% | -29.8% | +58.8% |
| 5Y | +25.9% | +342.5% | -316.6% | -5.0% |
| 10Y | +61.1% | +424.1% | -363.0% | +13.7% |
| All | +867.6% | +6,878.5% | -6,010.9% | +287.8% |
Cumulative growth
Daily Returns
Daily percentage return beside MCK.
Daily Out/Under-Performance
Portfolio return minus MCK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MCK 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 MCK 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