+65.5%
VZ vs MPC
+1,165.8%
-1,100.3%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MPC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +4.6% | -3.8% | +0.3% |
| 7D | +2.2% | -9.4% | +11.7% | +3.3% |
| 30D | +10.6% | -14.3% | +24.9% | +12.3% |
| 3M | -0.6% | +31.1% | -31.7% | -3.9% |
| 6M | +0.7% | +60.3% | -59.5% | -5.0% |
| YTD | +20.6% | +142.5% | -121.9% | +8.0% |
| 1Y | +22.7% | +104.6% | -81.9% | +12.0% |
| 3Y | +57.2% | +191.7% | -134.5% | +35.6% |
| 5Y | +21.4% | +549.2% | -527.8% | -7.0% |
| 10Y | +65.5% | +1,106.2% | -1,040.7% | +11.6% |
| All | +65.5% | +1,165.8% | -1,100.3% | +11.6% |
Cumulative growth
Daily Returns
Daily percentage return beside MPC.
Daily Out/Under-Performance
Portfolio return minus MPC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MPC 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 MPC 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