+313.5%
VZ vs MKTX
+1,446.2%
-1,132.7%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MKTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | 0.0% | -0.9% | -0.9% |
| 7D | +0.1% | +0.4% | -0.3% | 0.0% |
| 30D | +7.9% | +1.1% | +6.8% | +7.7% |
| 3M | +13.6% | +36.1% | -22.5% | +8.0% |
| 6M | +1.1% | -12.9% | +14.0% | +2.3% |
| YTD | +29.3% | -8.5% | +37.8% | +29.8% |
| 1Y | +21.2% | -7.5% | +28.8% | +21.3% |
| 3Y | +75.9% | -28.3% | +104.2% | +80.0% |
| 5Y | +24.1% | -63.3% | +87.4% | +37.5% |
| 10Y | +62.4% | +4.5% | +57.9% | +47.5% |
| All | +313.5% | +1,446.2% | -1,132.7% | +106.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling