+20.2%
VZ vs MS
+111.6%
-91.4%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.5% | -0.4% | -0.9% |
| 7D | +2.1% | -1.6% | +3.7% | +2.2% |
| 30D | +1.4% | -3.8% | +5.2% | +1.6% |
| 3M | -1.3% | -14.6% | +13.3% | -0.2% |
| 6M | -0.5% | -5.1% | +4.5% | -0.5% |
| YTD | +19.6% | +4.5% | +15.1% | +18.3% |
| 1Y | +22.4% | +13.5% | +8.8% | +19.8% |
| 3Y | +55.9% | +160.4% | -104.5% | +31.2% |
| All | +20.2% | +111.6% | -91.4% | +3.0% |
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