+990.1%
VZ vs MKC
+3,376.8%
-2,386.7%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MKC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.0% | +0.1% | -0.7% |
| 7D | +0.1% | -5.9% | +6.0% | +1.4% |
| 30D | +7.9% | -0.9% | +8.8% | +8.1% |
| 3M | +13.6% | +12.7% | +0.9% | +10.5% |
| 6M | +1.1% | -19.3% | +20.4% | +5.4% |
| YTD | +29.3% | -22.2% | +51.4% | +35.6% |
| 1Y | +21.2% | -23.3% | +44.6% | +27.4% |
| 3Y | +75.9% | -30.0% | +105.9% | +87.1% |
| 5Y | +24.1% | -33.8% | +57.8% | +32.5% |
| 10Y | +62.4% | +24.4% | +38.0% | +49.6% |
| All | +990.1% | +3,376.8% | -2,386.7% | +484.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MKC.
Daily Out/Under-Performance
Portfolio return minus MKC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKC 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 MKC 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