+65.5%
VZ vs MOS
+8.6%
+56.9%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.1% | -1.1% | -0.9% |
| 7D | +2.1% | +21.6% | -19.4% | +0.5% |
| 30D | +1.4% | +12.0% | -10.6% | +0.4% |
| 3M | -1.3% | -3.9% | +2.6% | -1.2% |
| 6M | -0.5% | -3.3% | +2.8% | -0.7% |
| YTD | +19.6% | -4.6% | +24.3% | +19.1% |
| 1Y | +22.4% | -7.0% | +29.4% | +22.0% |
| 3Y | +55.9% | -24.4% | +80.3% | +56.3% |
| 5Y | +20.4% | -32.1% | +52.5% | +19.9% |
| All | +65.5% | +8.6% | +56.9% | +57.3% |
Cumulative growth
Daily Returns
Daily percentage return beside MOS.
Daily Out/Under-Performance
Portfolio return minus MOS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MOS 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 10y: compounded portfolio wealth divided by compounded MOS 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…
10y analysis · Full analysis span regression · 6 months rolling