+210.5%
VZ vs MSCI
+3,261.3%
-3,050.8%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +5.4% | -3.3% | +1.1% |
| 7D | +6.9% | +11.5% | -4.5% | +4.8% |
| 30D | +2.3% | +22.1% | -19.8% | -1.5% |
| 3M | 0.0% | +18.4% | -18.4% | -3.2% |
| 6M | +0.2% | +16.6% | -16.4% | -3.0% |
| YTD | +20.9% | +18.8% | +2.1% | +16.0% |
| 1Y | +25.2% | +19.0% | +6.3% | +20.1% |
| 3Y | +55.9% | +40.7% | +15.1% | +42.1% |
| 5Y | +22.6% | +7.9% | +14.7% | +15.3% |
| 10Y | +68.6% | +848.9% | -780.2% | -8.3% |
| All | +210.5% | +3,261.3% | -3,050.8% | +11.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling