+25.5%
VZ vs MDB
-28.4%
+53.8%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -4.1% | +3.2% | -0.9% |
| 7D | +0.1% | -17.4% | +17.5% | -0.2% |
| 30D | +7.9% | -2.0% | +9.9% | +7.9% |
| 3M | +13.6% | -3.0% | +16.7% | +13.7% |
| 6M | +1.1% | +48.7% | -47.6% | +1.9% |
| YTD | +29.3% | -12.1% | +41.4% | +29.6% |
| 1Y | +21.2% | +14.5% | +6.7% | +21.8% |
| 3Y | +75.9% | -6.1% | +82.0% | +77.1% |
| All | +25.5% | -28.4% | +53.8% | +23.0% |
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