+75.5%
VZ vs MGY
+176.7%
-101.2%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MGY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.6% | -2.0% | -0.5% |
| 7D | +1.5% | +4.5% | -3.0% | +1.1% |
| 30D | +4.4% | -0.4% | +4.8% | +4.3% |
| 3M | -2.4% | -4.3% | +2.0% | -2.2% |
| 6M | +1.4% | -12.9% | +14.3% | +2.2% |
| YTD | +21.4% | +15.2% | +6.2% | +19.8% |
| 1Y | +20.3% | +10.3% | +9.9% | +19.0% |
| 3Y | +57.4% | +23.6% | +33.7% | +53.2% |
| 5Y | +21.9% | +35.7% | -13.8% | +16.6% |
| All | +75.5% | +176.7% | -101.2% | +51.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling