+184.3%
VZ vs MPC
+3,007.0%
-2,822.7%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MPC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -8.1% | +10.2% | +3.0% |
| 7D | +6.9% | -10.9% | +17.8% | +8.3% |
| 30D | +2.3% | -9.4% | +11.7% | +3.3% |
| 3M | 0.0% | +26.0% | -25.9% | -2.9% |
| 6M | +0.2% | +56.5% | -56.3% | -5.3% |
| YTD | +20.9% | +144.3% | -123.4% | +8.0% |
| 1Y | +25.2% | +117.2% | -92.0% | +13.4% |
| 3Y | +55.9% | +176.3% | -120.4% | +35.3% |
| 5Y | +22.6% | +590.5% | -567.9% | -6.4% |
| 10Y | +68.6% | +1,183.8% | -1,115.2% | +12.1% |
| All | +184.3% | +3,007.0% | -2,822.7% | +54.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling