+21.5%
VZ vs MS
+110.9%
-89.4%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -5.9% | +5.8% | +0.3% |
| 7D | +5.6% | -3.4% | +9.0% | +5.8% |
| 30D | +1.9% | -3.9% | +5.8% | +2.1% |
| 3M | +0.8% | -15.9% | +16.7% | +2.0% |
| 6M | +0.6% | -2.5% | +3.1% | +0.4% |
| YTD | +20.8% | +5.1% | +15.7% | +19.4% |
| 1Y | +23.9% | +13.0% | +11.0% | +21.4% |
| 3Y | +55.7% | +160.7% | -105.0% | +31.1% |
| 5Y | +21.5% | +114.0% | -92.5% | +4.1% |
| All | +21.5% | +110.9% | -89.4% | +4.1% |
Cumulative growth
Daily Returns
Daily percentage return beside MS.
Daily Out/Under-Performance
Portfolio return minus MS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MS 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 MS 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