+79.2%
VZ vs MGY
+25.3%
+53.9%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MGY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +1.3% | -2.7% | -1.4% |
| 7D | -1.0% | +1.5% | -2.5% | -1.0% |
| 30D | +5.8% | +6.8% | -1.1% | +5.4% |
| 3M | +10.5% | +2.6% | +7.9% | +10.3% |
| 6M | +1.8% | -3.1% | +4.9% | +1.9% |
| YTD | +28.3% | +29.4% | -1.1% | +26.2% |
| 1Y | +22.0% | +22.3% | -0.3% | +20.3% |
| All | +79.2% | +25.3% | +53.9% | +73.0% |
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