+70.6%
VZ vs MSCI
+789.3%
-718.7%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.6% | -1.1% | +0.4% |
| 7D | +2.4% | +2.7% | -0.3% | +2.1% |
| 30D | +11.2% | +16.2% | -5.0% | +9.3% |
| 3M | 0.0% | +17.1% | -17.1% | -1.8% |
| 6M | +1.3% | +13.0% | -11.7% | -0.3% |
| YTD | +21.3% | +15.8% | +5.5% | +18.7% |
| 1Y | +23.9% | +15.5% | +8.5% | +21.3% |
| 3Y | +57.7% | +32.3% | +25.4% | +50.1% |
| 5Y | +21.2% | +8.2% | +13.0% | +16.6% |
| 10Y | +70.6% | +800.7% | -730.1% | +24.0% |
| All | +70.6% | +789.3% | -718.7% | +24.0% |
Cumulative growth
Daily Returns
Daily percentage return beside MSCI.
Daily Out/Under-Performance
Portfolio return minus MSCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSCI 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 10y: compounded portfolio wealth divided by compounded MSCI 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…
10y analysis · Full analysis span regression · 6 months rolling