+25.5%
VZ vs MS
+145.3%
-119.8%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.3% | -1.2% | -0.9% |
| 7D | +0.1% | +1.4% | -1.3% | 0.0% |
| 30D | +7.9% | -0.3% | +8.1% | +7.9% |
| 3M | +13.6% | +0.3% | +13.4% | +13.5% |
| 6M | +1.1% | +31.3% | -30.2% | -1.6% |
| YTD | +29.3% | +24.7% | +4.6% | +26.2% |
| 1Y | +21.2% | +47.9% | -26.7% | +15.8% |
| 3Y | +75.9% | +178.3% | -102.4% | +49.0% |
| All | +25.5% | +145.3% | -119.8% | +6.4% |
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