+782.3%
VZ vs MS
+5,447.1%
-4,664.7%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +4.2% | -2.2% | +1.3% |
| 7D | +6.9% | +2.6% | +4.3% | +6.4% |
| 30D | +2.3% | +2.6% | -0.3% | +1.7% |
| 3M | 0.0% | -10.1% | +10.1% | +1.6% |
| 6M | +0.2% | +4.4% | -4.1% | -1.0% |
| YTD | +20.9% | +11.7% | +9.2% | +17.5% |
| 1Y | +25.2% | +20.9% | +4.3% | +19.9% |
| 3Y | +55.9% | +177.1% | -121.3% | +27.0% |
| 5Y | +22.6% | +127.7% | -105.2% | +2.2% |
| 10Y | +68.6% | +684.1% | -615.4% | +8.8% |
| All | +782.3% | +5,447.1% | -4,664.7% | +218.6% |
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