+54.5%
VZ vs MDB
+912.7%
-858.2%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.6% | +1.2% | -0.4% |
| 7D | +1.5% | +6.8% | -5.4% | +1.5% |
| 30D | +4.4% | -6.2% | +10.6% | +4.3% |
| 3M | -2.4% | -29.2% | +26.9% | -2.4% |
| 6M | +1.4% | +10.3% | -8.9% | +1.4% |
| YTD | +21.4% | -20.4% | +41.8% | +21.5% |
| 1Y | +20.3% | -4.8% | +25.1% | +20.2% |
| 3Y | +57.4% | -11.6% | +69.0% | +57.2% |
| 5Y | +21.9% | -41.0% | +63.0% | +21.2% |
| All | +54.5% | +912.7% | -858.2% | +36.1% |
Cumulative growth
Daily Returns
Daily percentage return beside MDB.
Daily Out/Under-Performance
Portfolio return minus MDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDB 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 MDB 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