+25.9%
VZ vs MRK
+128.4%
-102.5%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MRK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.2% | +1.8% | +0.8% |
| 7D | +0.2% | -0.9% | +1.2% | +0.4% |
| 30D | +7.1% | +15.5% | -8.3% | +4.0% |
| 3M | +12.8% | +25.1% | -12.3% | +7.9% |
| 6M | +1.8% | +30.1% | -28.3% | -3.6% |
| YTD | +30.0% | +43.1% | -13.1% | +20.7% |
| 1Y | +24.3% | +82.5% | -58.1% | +9.8% |
| 3Y | +84.3% | +49.3% | +35.0% | +66.8% |
| 5Y | +25.9% | +130.3% | -104.3% | +2.3% |
| All | +25.9% | +128.4% | -102.5% | +2.3% |
Cumulative growth
Daily Returns
Daily percentage return beside MRK.
Daily Out/Under-Performance
Portfolio return minus MRK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MRK 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 MRK 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