+84.3%
VZ vs MKSI
+191.2%
-106.9%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +2.0% | -1.5% | +0.7% |
| 7D | +0.2% | +7.7% | -7.5% | +0.7% |
| 30D | +7.1% | -12.9% | +20.0% | +6.3% |
| 3M | +12.8% | -14.8% | +27.7% | +12.0% |
| 6M | +1.8% | +26.6% | -24.8% | +3.2% |
| YTD | +30.0% | +66.6% | -36.6% | +33.3% |
| 1Y | +24.3% | +144.6% | -120.2% | +29.5% |
| 3Y | +84.3% | +193.1% | -108.8% | +83.7% |
| All | +84.3% | +191.2% | -106.9% | +83.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling