+58.2%
VZ vs MGY
+20.1%
+38.1%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MGY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +3.5% | -2.9% | +0.4% |
| 7D | +0.9% | +2.6% | -1.6% | +0.8% |
| 30D | +8.9% | -2.0% | +10.9% | +9.0% |
| 3M | +0.1% | -7.8% | +8.0% | +0.5% |
| 6M | +1.9% | -13.9% | +15.8% | +2.7% |
| YTD | +22.0% | +11.6% | +10.4% | +21.1% |
| 1Y | +22.1% | +6.7% | +15.4% | +21.5% |
| All | +58.2% | +20.1% | +38.1% | +52.8% |
Cumulative growth
Daily Returns
Daily percentage return beside MGY.
Daily Out/Under-Performance
Portfolio return minus MGY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MGY 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 3y: compounded portfolio wealth divided by compounded MGY 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…
3y analysis · Full analysis span regression · 6 months rolling