+57.3%
VZ vs MPC
+163.4%
-106.0%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MPC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -3.9% | +3.8% | +0.1% |
| 7D | +5.6% | -12.8% | +18.4% | +6.2% |
| 30D | +1.9% | -12.7% | +14.6% | +2.4% |
| 3M | +0.8% | +27.1% | -26.3% | -0.5% |
| 6M | +0.6% | +45.8% | -45.2% | -1.5% |
| YTD | +20.8% | +134.7% | -113.9% | +15.2% |
| 1Y | +23.9% | +106.0% | -82.1% | +19.0% |
| All | +57.3% | +163.4% | -106.0% | +48.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling