+61.1%
VZ vs MDY
+170.4%
-109.3%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.7% | +1.2% | +0.7% |
| 7D | +0.2% | +1.0% | -0.8% | -0.1% |
| 30D | +7.1% | -3.1% | +10.2% | +8.1% |
| 3M | +12.8% | +1.8% | +11.0% | +12.1% |
| 6M | +1.8% | +10.8% | -9.0% | -1.5% |
| YTD | +30.0% | +14.4% | +15.6% | +24.3% |
| 1Y | +24.3% | +15.2% | +9.1% | +18.5% |
| 3Y | +84.3% | +51.2% | +33.1% | +58.4% |
| 5Y | +25.9% | +47.2% | -21.3% | +7.9% |
| 10Y | +61.1% | +171.1% | -110.0% | +4.4% |
| All | +61.1% | +170.4% | -109.3% | +4.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MDY.
Daily Out/Under-Performance
Portfolio return minus MDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDY 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 MDY 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