+22.4%
VZ vs MDT
+16.7%
+5.6%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MDT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.9% | +2.0% | -0.2% |
| 7D | +2.1% | +5.4% | -3.3% | +0.8% |
| 30D | +1.4% | +19.1% | -17.7% | -2.7% |
| 3M | -1.3% | +19.5% | -20.7% | -5.2% |
| 6M | -0.5% | +33.5% | -34.0% | -5.8% |
| YTD | +19.6% | +8.7% | +11.0% | +19.2% |
| 1Y | +22.4% | +16.8% | +5.6% | +20.0% |
| All | +22.4% | +16.7% | +5.6% | +20.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling