+25.2%
VZ vs MKSI
+40.1%
-14.9%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -5.0% | +7.0% | +1.3% |
| 7D | +6.9% | -10.7% | +17.6% | +5.3% |
| 30D | +2.3% | -30.5% | +32.8% | -2.3% |
| 3M | 0.0% | -39.2% | +39.2% | -5.6% |
| 6M | +0.2% | -33.0% | +33.3% | -4.0% |
| YTD | +20.9% | +22.3% | -1.4% | +25.4% |
| 1Y | +25.2% | +42.7% | -17.5% | +31.2% |
| All | +25.2% | +40.1% | -14.9% | +31.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MKSI.
Daily Out/Under-Performance
Portfolio return minus MKSI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKSI 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 1y: compounded portfolio wealth divided by compounded MKSI 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…
1y analysis · Full analysis span regression · 6 months rolling