+59.9%
VZ vs MDT
+40.7%
+19.2%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MDT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.1% | -2.0% | -1.2% |
| 7D | +0.1% | +3.2% | -3.1% | -0.8% |
| 30D | +7.9% | +9.5% | -1.6% | +5.3% |
| 3M | +13.6% | +16.0% | -2.3% | +9.1% |
| 6M | +1.1% | +0.2% | +0.9% | +0.7% |
| YTD | +29.3% | -0.3% | +29.6% | +28.9% |
| 1Y | +21.2% | +4.7% | +16.5% | +19.1% |
| 3Y | +75.9% | +26.5% | +49.4% | +63.0% |
| 5Y | +24.1% | -18.2% | +42.3% | +28.2% |
| All | +59.9% | +40.7% | +19.2% | +43.1% |
Cumulative growth
Daily Returns
Daily percentage return beside MDT.
Daily Out/Under-Performance
Portfolio return minus MDT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDT 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 10y: compounded portfolio wealth divided by compounded MDT 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…
10y analysis · Full analysis span regression · 6 months rolling