+21.8%
VZ vs MKSI
+33.5%
-11.6%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.6% | +2.2% | -0.5% |
| 7D | +1.5% | +12.2% | -10.7% | +1.9% |
| 30D | +4.4% | -8.0% | +12.4% | +4.2% |
| 3M | -2.4% | -29.5% | +27.2% | -3.0% |
| 6M | +1.4% | -31.9% | +33.3% | +0.6% |
| YTD | +21.4% | +35.3% | -13.9% | +20.6% |
| 1Y | +20.3% | +50.3% | -30.0% | +19.4% |
| 3Y | +57.4% | +216.4% | -159.0% | +49.9% |
| All | +21.8% | +33.5% | -11.6% | +15.5% |
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