+908.7%
VZ vs MRK
+3,809.2%
-2,900.5%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MRK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.1% | -0.8% | -0.9% |
| 7D | +2.1% | -1.9% | +4.0% | +2.6% |
| 30D | +1.4% | +2.8% | -1.4% | +0.5% |
| 3M | -1.3% | +15.0% | -16.2% | -5.5% |
| 6M | -0.5% | +30.9% | -31.4% | -8.5% |
| YTD | +19.6% | +42.3% | -22.6% | +7.3% |
| 1Y | +22.4% | +76.1% | -53.7% | +3.2% |
| 3Y | +55.9% | +54.1% | +1.8% | +34.1% |
| 5Y | +20.4% | +109.5% | -89.1% | -5.9% |
| 10Y | +66.9% | +254.8% | -187.9% | +10.3% |
| All | +908.7% | +3,809.2% | -2,900.5% | +173.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling