+21.7%
VZ vs MO
+42.4%
-20.8%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.7% | -0.8% | -0.4% |
| 7D | +0.9% | +0.4% | +0.5% | +0.8% |
| 30D | +6.9% | +8.9% | -1.9% | +3.5% |
| 3M | +0.6% | +23.0% | -22.3% | -7.0% |
| 6M | +0.3% | +15.0% | -14.7% | -5.3% |
| YTD | +21.9% | +41.7% | -19.8% | +4.5% |
| 1Y | +21.7% | +43.3% | -21.6% | +3.6% |
| All | +21.7% | +42.4% | -20.8% | +3.6% |
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