+25.9%
VZ vs MKSI
+84.9%
-58.9%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +2.0% | -1.5% | +0.6% |
| 7D | +0.2% | +7.7% | -7.5% | +0.4% |
| 30D | +7.1% | -12.9% | +20.0% | +6.8% |
| 3M | +12.8% | -14.8% | +27.7% | +12.4% |
| 6M | +1.8% | +26.6% | -24.8% | +1.6% |
| YTD | +30.0% | +66.6% | -36.6% | +29.7% |
| 1Y | +24.3% | +144.6% | -120.2% | +23.7% |
| 3Y | +84.3% | +193.1% | -108.8% | +79.4% |
| 5Y | +25.9% | +88.6% | -62.7% | +19.3% |
| All | +25.9% | +84.9% | -58.9% | +19.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling