+204.0%
VZ vs MPC
+2,977.1%
-2,773.1%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MPC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.3% | -1.2% | -0.9% |
| 7D | +0.1% | +5.4% | -5.4% | -0.5% |
| 30D | +7.9% | +31.0% | -23.1% | +4.5% |
| 3M | +13.6% | +46.0% | -32.4% | +8.6% |
| 6M | +1.1% | +77.3% | -76.2% | -5.8% |
| YTD | +29.3% | +141.9% | -112.6% | +15.9% |
| 1Y | +21.2% | +120.9% | -99.7% | +9.7% |
| 3Y | +75.9% | +182.7% | -106.8% | +52.4% |
| 5Y | +24.1% | +646.4% | -622.3% | -6.1% |
| 10Y | +62.4% | +1,138.7% | -1,076.3% | +8.6% |
| All | +204.0% | +2,977.1% | -2,773.1% | +66.2% |
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