+843.6%
VZ vs MS
+6,088.6%
-5,245.0%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.3% | -1.2% | -0.9% |
| 7D | +0.1% | +1.4% | -1.3% | -0.2% |
| 30D | +7.9% | -0.3% | +8.1% | +7.9% |
| 3M | +13.6% | +0.3% | +13.4% | +13.3% |
| 6M | +1.1% | +31.3% | -30.2% | -4.0% |
| YTD | +29.3% | +24.7% | +4.6% | +23.5% |
| 1Y | +21.2% | +47.9% | -26.7% | +12.2% |
| 3Y | +75.9% | +178.3% | -102.4% | +43.4% |
| 5Y | +24.1% | +144.9% | -120.8% | +2.3% |
| 10Y | +62.4% | +804.5% | -742.1% | +2.4% |
| All | +843.6% | +6,088.6% | -5,245.0% | +235.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling