+916.9%
VZ vs MRK
+3,863.3%
-2,946.4%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MRK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.4% | -0.6% | +0.4% |
| 7D | +2.2% | +0.3% | +2.0% | +2.1% |
| 30D | +10.6% | +2.2% | +8.4% | +9.8% |
| 3M | -0.6% | +16.4% | -17.0% | -5.2% |
| 6M | +0.7% | +35.3% | -34.6% | -8.1% |
| YTD | +20.6% | +44.2% | -23.6% | +7.8% |
| 1Y | +22.7% | +77.5% | -54.8% | +3.3% |
| 3Y | +57.2% | +59.2% | -2.0% | +34.0% |
| 5Y | +21.4% | +109.6% | -88.2% | -5.1% |
| 10Y | +65.5% | +229.6% | -164.2% | +11.6% |
| All | +916.9% | +3,863.3% | -2,946.4% | +174.5% |
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