+1.9%
VZ vs MDLN
+6.7%
-4.8%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | MDLN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +3.1% | -2.4% | +0.5% |
| 7D | +0.9% | +4.5% | -3.6% | +0.7% |
| 30D | +8.9% | +17.9% | -9.0% | +7.8% |
| 3M | +0.1% | +20.3% | -20.2% | -0.8% |
| 6M | +1.9% | +7.4% | -5.5% | +1.5% |
| All | +1.9% | +6.7% | -4.8% | +1.5% |
Cumulative growth
Daily Returns
Daily percentage return beside MDLN.
Daily Out/Under-Performance
Portfolio return minus MDLN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDLN 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 6mo: compounded portfolio wealth divided by compounded MDLN 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…
6mo analysis · Full analysis span regression · 6 months rolling