+232.0%
VZ vs MSCI
+2,756.4%
-2,524.4%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.3% | -0.6% | -0.8% |
| 7D | +0.1% | +0.4% | -0.3% | 0.0% |
| 30D | +7.9% | +0.6% | +7.3% | +7.8% |
| 3M | +13.6% | -7.1% | +20.7% | +14.9% |
| 6M | +1.1% | +0.8% | +0.3% | +0.5% |
| YTD | +29.3% | +1.0% | +28.3% | +28.0% |
| 1Y | +21.2% | +4.3% | +16.9% | +19.0% |
| 3Y | +75.9% | +9.9% | +66.0% | +68.2% |
| 5Y | +24.1% | -6.8% | +30.8% | +19.7% |
| 10Y | +62.4% | +614.7% | -552.3% | -6.3% |
| All | +232.0% | +2,756.4% | -2,524.4% | +23.0% |
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 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