+57.5%
VZ vs MP
+117.4%
-59.9%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -5.1% | +7.1% | +2.0% |
| 7D | +6.9% | -12.5% | +19.5% | +6.7% |
| 30D | +2.3% | -23.3% | +25.6% | +1.9% |
| 3M | 0.0% | -24.4% | +24.4% | -0.3% |
| 6M | +0.2% | -45.8% | +46.0% | -0.3% |
| YTD | +20.9% | -28.9% | +49.8% | +20.5% |
| 1Y | +25.2% | -34.6% | +59.8% | +24.8% |
| All | +57.5% | +117.4% | -59.9% | +54.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling