+23.9%
VZ vs MP
-38.7%
+62.7%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -6.0% | +5.9% | -0.4% |
| 7D | +5.6% | -19.0% | +24.6% | +4.6% |
| 30D | +1.9% | -30.5% | +32.3% | +0.1% |
| 3M | +0.8% | -29.6% | +30.4% | -0.7% |
| 6M | +0.6% | -50.4% | +51.0% | -1.6% |
| YTD | +20.8% | -33.2% | +54.0% | +19.4% |
| 1Y | +23.9% | -38.6% | +62.5% | +22.7% |
| All | +23.9% | -38.7% | +62.7% | +22.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling