+21.5%
VZ vs MLM
+30.6%
-9.1%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MLM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -5.2% | +5.1% | +0.5% |
| 7D | +5.6% | -1.2% | +6.9% | +5.8% |
| 30D | +1.9% | +7.9% | -6.1% | +1.0% |
| 3M | +0.8% | -4.5% | +5.2% | +1.2% |
| 6M | +0.6% | -12.6% | +13.3% | +1.9% |
| YTD | +20.8% | -14.9% | +35.6% | +22.2% |
| 1Y | +23.9% | -13.1% | +37.0% | +25.1% |
| 3Y | +55.7% | +21.2% | +34.5% | +48.9% |
| 5Y | +21.5% | +32.0% | -10.5% | +12.0% |
| All | +21.5% | +30.6% | -9.1% | +12.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling