+25.2%
VZ vs MO
+45.9%
-20.7%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +1.4% | +0.7% | +1.5% |
| 7D | +6.9% | +6.9% | 0.0% | +4.1% |
| 30D | +2.3% | +14.9% | -12.7% | -3.0% |
| 3M | 0.0% | +16.4% | -16.4% | -5.7% |
| 6M | +0.2% | +9.6% | -9.3% | -3.6% |
| YTD | +20.9% | +41.8% | -20.9% | +3.3% |
| 1Y | +25.2% | +45.3% | -20.1% | +5.1% |
| All | +25.2% | +45.9% | -20.7% | +5.1% |
Cumulative growth
Daily Returns
Daily percentage return beside MO.
Daily Out/Under-Performance
Portfolio return minus MO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MO 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 1y: compounded portfolio wealth divided by compounded MO 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…
1y analysis · Full analysis span regression · 6 months rolling