+21.5%
VZ vs MP
-13.9%
+35.5%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -6.0% | +5.9% | -0.1% |
| 7D | +5.6% | -19.0% | +24.6% | +5.7% |
| 30D | +1.9% | -30.5% | +32.3% | +2.0% |
| 3M | +0.8% | -29.6% | +30.4% | +0.9% |
| 6M | +0.6% | -50.4% | +51.0% | +1.1% |
| YTD | +20.8% | -33.2% | +54.0% | +20.7% |
| 1Y | +23.9% | -38.6% | +62.5% | +23.9% |
| 3Y | +55.7% | +105.5% | -49.8% | +47.6% |
| 5Y | +21.5% | -7.8% | +29.4% | +17.7% |
| All | +21.5% | -13.9% | +35.5% | +17.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling