+793.1%
VZ vs MLM
+3,039.4%
-2,246.3%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MLM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -5.2% | +5.1% | +0.9% |
| 7D | +5.6% | -1.2% | +6.9% | +5.8% |
| 30D | +1.9% | +7.9% | -6.1% | +0.4% |
| 3M | +0.8% | -4.5% | +5.2% | +1.5% |
| 6M | +0.6% | -12.6% | +13.3% | +2.8% |
| YTD | +20.8% | -14.9% | +35.6% | +23.5% |
| 1Y | +23.9% | -13.1% | +37.0% | +26.2% |
| 3Y | +55.7% | +21.2% | +34.5% | +47.2% |
| 5Y | +21.5% | +32.0% | -10.5% | +11.4% |
| 10Y | +68.5% | +195.3% | -126.9% | +24.8% |
| All | +793.1% | +3,039.4% | -2,246.3% | +285.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling