+53.7%
VZ vs MDB
+823.0%
-769.3%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -7.2% | +7.1% | -0.1% |
| 7D | +5.6% | -20.9% | +26.5% | +5.5% |
| 30D | +1.9% | -15.6% | +17.4% | +1.8% |
| 3M | +0.8% | -19.1% | +19.9% | +0.7% |
| 6M | +0.6% | +14.2% | -13.6% | +0.6% |
| YTD | +20.8% | -27.4% | +48.2% | +20.8% |
| 1Y | +23.9% | -13.0% | +37.0% | +23.8% |
| 3Y | +55.7% | -11.2% | +66.9% | +55.2% |
| 5Y | +21.5% | -45.2% | +66.7% | +20.7% |
| All | +53.7% | +823.0% | -769.3% | +35.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling