+764.5%
VZ vs MDY
+2,662.7%
-1,898.2%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.1% | -1.0% | -0.9% |
| 7D | +0.1% | +0.1% | -0.1% | 0.0% |
| 30D | +7.9% | -1.5% | +9.4% | +8.6% |
| 3M | +13.6% | +0.8% | +12.9% | +13.0% |
| 6M | +1.1% | +7.4% | -6.3% | -2.6% |
| YTD | +29.3% | +15.2% | +14.1% | +20.4% |
| 1Y | +21.2% | +16.5% | +4.7% | +12.1% |
| 3Y | +75.9% | +46.8% | +29.1% | +43.2% |
| 5Y | +24.1% | +46.0% | -21.9% | -0.7% |
| 10Y | +62.4% | +172.1% | -109.7% | -9.3% |
| All | +764.5% | +2,662.7% | -1,898.2% | +65.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling