+20.2%
VZ vs MDB
-44.1%
+64.3%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +2.7% | -3.6% | -0.9% |
| 7D | +2.1% | -11.4% | +13.5% | +1.9% |
| 30D | +1.4% | -13.8% | +15.2% | +1.1% |
| 3M | -1.3% | -15.5% | +14.2% | -1.4% |
| 6M | -0.5% | +17.9% | -18.5% | -0.1% |
| YTD | +19.6% | -25.5% | +45.1% | +19.6% |
| 1Y | +22.4% | -12.1% | +34.5% | +22.5% |
| 3Y | +55.9% | -5.9% | +61.8% | +56.3% |
| All | +20.2% | -44.1% | +64.3% | +17.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling