+25.5%
VZ vs MP
+58.1%
-32.6%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.4% | -2.3% | -0.9% |
| 7D | +0.1% | -2.9% | +2.9% | +0.1% |
| 30D | +7.9% | +13.8% | -5.9% | +7.8% |
| 3M | +13.6% | -16.7% | +30.3% | +13.9% |
| 6M | +1.1% | -11.5% | +12.6% | +1.2% |
| YTD | +29.3% | +7.9% | +21.4% | +28.9% |
| 1Y | +21.2% | -15.0% | +36.3% | +21.1% |
| 3Y | +75.9% | +153.5% | -77.6% | +68.5% |
| All | +25.5% | +58.1% | -32.6% | +21.7% |
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