+20.7%
VZ vs MP
+257.7%
-236.9%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +4.9% | -5.9% | -0.9% |
| 7D | +2.1% | -10.5% | +12.7% | +2.1% |
| 30D | +1.4% | -23.5% | +24.9% | +1.4% |
| 3M | -1.3% | -25.4% | +24.2% | -1.3% |
| 6M | -0.5% | -51.3% | +50.7% | -0.3% |
| YTD | +19.6% | -29.9% | +49.6% | +19.5% |
| 1Y | +22.4% | -31.8% | +54.2% | +22.2% |
| 3Y | +55.9% | +127.0% | -71.1% | +51.8% |
| 5Y | +20.4% | -3.3% | +23.7% | +18.1% |
| All | +20.7% | +257.7% | -236.9% | +17.9% |
Cumulative growth
Daily Returns
Daily percentage return beside MP.
Daily Out/Under-Performance
Portfolio return minus MP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MP 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 MP 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