+73.3%
VZ vs MKTX
+12.8%
+60.6%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MKTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.1% | 0.0% | -0.1% |
| 7D | +0.9% | +0.2% | +0.7% | +0.9% |
| 30D | +6.9% | +0.9% | +6.0% | +6.8% |
| 3M | +0.6% | +2.5% | -1.9% | +0.4% |
| 6M | +0.3% | +18.6% | -18.3% | -1.7% |
| YTD | +21.9% | -7.1% | +29.0% | +22.4% |
| 1Y | +21.7% | -0.3% | +22.0% | +21.3% |
| 3Y | +58.5% | -22.3% | +80.8% | +60.7% |
| 5Y | +22.4% | -54.5% | +77.0% | +29.1% |
| All | +73.3% | +12.8% | +60.6% | +69.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MKTX.
Daily Out/Under-Performance
Portfolio return minus MKTX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKTX 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 MKTX 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