+700.0%
VZ vs MDY
+2,534.4%
-1,834.4%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.6% | -1.6% | -1.2% |
| 7D | +2.1% | -1.7% | +3.8% | +2.9% |
| 30D | +1.4% | -0.9% | +2.3% | +1.6% |
| 3M | -1.3% | -5.7% | +4.5% | +1.2% |
| 6M | -0.5% | -2.9% | +2.4% | +0.4% |
| YTD | +19.6% | +9.8% | +9.8% | +13.6% |
| 1Y | +22.4% | +13.5% | +8.9% | +14.4% |
| 3Y | +55.9% | +51.9% | +4.0% | +24.5% |
| 5Y | +20.4% | +32.0% | -11.6% | +0.9% |
| 10Y | +66.9% | +176.5% | -109.6% | -8.1% |
| All | +700.0% | +2,534.4% | -1,834.4% | +56.3% |
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