+21.8%
VZ vs MDT
+0.7%
+21.1%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MDT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.9% | -2.3% | -0.9% |
| 7D | +1.5% | +1.0% | +0.4% | +1.2% |
| 30D | +4.4% | +9.2% | -4.8% | +1.9% |
| 3M | -2.4% | +14.5% | -16.9% | -5.8% |
| 6M | +1.4% | +37.3% | -35.9% | -6.7% |
| YTD | +21.4% | +9.8% | +11.6% | +18.2% |
| 1Y | +20.3% | +10.5% | +9.7% | +16.8% |
| 3Y | +57.4% | +57.4% | -0.1% | +39.1% |
| All | +21.8% | +0.7% | +21.1% | +17.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling