+21.4%
VZ vs MDB
-43.2%
+64.6%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +4.6% | -3.8% | +0.9% |
| 7D | +2.2% | -0.9% | +3.2% | +2.2% |
| 30D | +10.6% | -15.2% | +25.8% | +10.3% |
| 3M | -0.6% | -17.9% | +17.3% | -0.8% |
| 6M | +0.7% | +9.3% | -8.6% | +1.1% |
| YTD | +20.6% | -22.0% | +42.6% | +20.7% |
| 1Y | +22.7% | -9.3% | +32.0% | +23.0% |
| 3Y | +57.2% | -10.4% | +67.6% | +58.0% |
| 5Y | +21.4% | -43.2% | +64.6% | +18.4% |
| All | +21.4% | -43.2% | +64.6% | +18.4% |
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