+22.6%
VZ vs MLM
+40.7%
-18.1%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MLM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +2.4% | -0.3% | +1.8% |
| 7D | +6.9% | +9.1% | -2.2% | +5.8% |
| 30D | +2.3% | +14.6% | -12.4% | +0.7% |
| 3M | 0.0% | +0.3% | -0.3% | -0.1% |
| 6M | +0.2% | -7.5% | +7.7% | +0.9% |
| YTD | +20.9% | -10.2% | +31.1% | +21.6% |
| 1Y | +25.2% | -10.5% | +35.7% | +26.0% |
| 3Y | +55.9% | +27.8% | +28.0% | +48.2% |
| 5Y | +22.6% | +38.9% | -16.3% | +12.4% |
| All | +22.6% | +40.7% | -18.1% | +12.4% |
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