+25.5%
VZ vs MPC
+645.9%
-620.5%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MPC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.3% | -1.2% | -0.9% |
| 7D | +0.1% | +5.4% | -5.4% | -0.4% |
| 30D | +7.9% | +31.0% | -23.1% | +5.5% |
| 3M | +13.6% | +46.0% | -32.4% | +10.0% |
| 6M | +1.1% | +77.3% | -76.2% | -3.9% |
| YTD | +29.3% | +141.9% | -112.6% | +19.4% |
| 1Y | +21.2% | +120.9% | -99.7% | +12.7% |
| 3Y | +75.9% | +182.7% | -106.8% | +57.1% |
| All | +25.5% | +645.9% | -620.5% | -2.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling