+908.7%
VZ vs MO
+17,195.7%
-16,286.9%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.9% | +0.9% | -0.5% |
| 7D | +2.1% | -2.4% | +4.6% | +2.8% |
| 30D | +1.4% | +9.7% | -8.3% | -0.9% |
| 3M | -1.3% | +14.1% | -15.4% | -4.4% |
| 6M | -0.5% | +11.9% | -12.4% | -3.4% |
| YTD | +19.6% | +38.4% | -18.8% | +10.2% |
| 1Y | +22.4% | +41.9% | -19.5% | +12.1% |
| 3Y | +55.9% | +134.5% | -78.6% | +26.4% |
| 5Y | +20.4% | +147.3% | -126.9% | -4.3% |
| 10Y | +66.9% | +135.2% | -68.3% | +30.8% |
| All | +908.7% | +17,195.7% | -16,286.9% | +168.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling