+287.9%
VZ vs MKTX
+1,469.7%
-1,181.8%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MKTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.1% | +0.4% | +0.5% |
| 7D | +2.4% | +0.1% | +2.3% | +2.3% |
| 30D | +11.2% | +0.8% | +10.4% | +11.1% |
| 3M | 0.0% | +2.6% | -2.6% | -0.4% |
| 6M | +1.3% | +13.6% | -12.3% | -1.2% |
| YTD | +21.3% | -7.1% | +28.4% | +21.5% |
| 1Y | +23.9% | -0.1% | +24.0% | +22.8% |
| 3Y | +57.7% | -22.3% | +80.0% | +59.8% |
| 5Y | +21.2% | -54.5% | +75.7% | +30.2% |
| 10Y | +70.6% | +14.3% | +56.3% | +52.9% |
| All | +287.9% | +1,469.7% | -1,181.8% | +93.2% |
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