+60.5%
VZ vs MLM
+199.9%
-139.4%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MLM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.1% | -2.0% | -1.0% |
| 7D | +0.1% | -2.9% | +3.0% | +0.4% |
| 30D | +7.9% | -6.8% | +14.7% | +8.8% |
| 3M | +13.6% | -11.2% | +24.9% | +15.3% |
| 6M | +1.1% | -21.8% | +22.9% | +4.1% |
| YTD | +29.3% | -17.0% | +46.3% | +31.8% |
| 1Y | +21.2% | -16.4% | +37.6% | +23.4% |
| 3Y | +75.9% | +14.5% | +61.4% | +70.0% |
| 5Y | +24.1% | +41.7% | -17.7% | +15.1% |
| All | +60.5% | +199.9% | -139.4% | +30.3% |
Cumulative growth
Daily Returns
Daily percentage return beside MLM.
Daily Out/Under-Performance
Portfolio return minus MLM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MLM 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 MLM 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