+62.8%
VZ vs MKSI
+511.3%
-448.5%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.3% | +2.8% | +0.5% |
| 7D | -1.2% | +4.9% | -6.1% | -1.3% |
| 30D | +5.7% | -11.0% | +16.7% | +6.0% |
| 3M | +8.2% | -17.1% | +25.3% | +8.3% |
| 6M | +1.7% | +16.4% | -14.7% | +0.3% |
| YTD | +28.9% | +64.3% | -35.4% | +24.9% |
| 1Y | +22.7% | +137.7% | -115.0% | +16.6% |
| 3Y | +82.7% | +189.1% | -106.4% | +67.6% |
| 5Y | +26.4% | +83.1% | -56.7% | +18.0% |
| All | +62.8% | +511.3% | -448.5% | +28.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling