+856.1%
VZ vs MLM
+2,961.7%
-2,105.6%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MLM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.1% | -2.0% | -1.1% |
| 7D | +0.1% | -2.9% | +3.0% | +0.6% |
| 30D | +7.9% | -6.8% | +14.7% | +9.3% |
| 3M | +13.6% | -11.2% | +24.9% | +16.0% |
| 6M | +1.1% | -21.8% | +22.9% | +5.4% |
| YTD | +29.3% | -17.0% | +46.3% | +32.9% |
| 1Y | +21.2% | -16.4% | +37.6% | +24.3% |
| 3Y | +75.9% | +14.5% | +61.4% | +68.0% |
| 5Y | +24.1% | +41.7% | -17.7% | +12.0% |
| 10Y | +62.4% | +200.0% | -137.6% | +19.8% |
| All | +856.1% | +2,961.7% | -2,105.6% | +315.2% |
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