+65.5%
VZ vs MLM
+185.4%
-119.9%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MLM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.8% | +0.9% | -0.7% |
| 7D | +2.1% | -4.1% | +6.3% | +2.7% |
| 30D | +1.4% | +8.2% | -6.8% | +0.3% |
| 3M | -1.3% | -3.6% | +2.3% | -0.9% |
| 6M | -0.5% | -15.6% | +15.0% | +1.4% |
| YTD | +19.6% | -16.4% | +36.1% | +21.8% |
| 1Y | +22.4% | -14.3% | +36.7% | +24.1% |
| 3Y | +55.9% | +19.3% | +36.6% | +49.9% |
| 5Y | +20.4% | +29.6% | -9.2% | +13.2% |
| All | +65.5% | +185.4% | -119.9% | +41.1% |
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