+57.3%
VZ vs MDB
-12.3%
+69.6%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -7.2% | +7.1% | -0.5% |
| 7D | +5.6% | -20.9% | +26.5% | +4.5% |
| 30D | +1.9% | -15.6% | +17.4% | +1.1% |
| 3M | +0.8% | -19.1% | +19.9% | +0.2% |
| 6M | +0.6% | +14.2% | -13.6% | +1.9% |
| YTD | +20.8% | -27.4% | +48.2% | +20.5% |
| 1Y | +23.9% | -13.0% | +37.0% | +24.5% |
| All | +57.3% | -12.3% | +69.6% | +54.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling