+65.5%
VZ vs MSI
+676.2%
-610.6%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.5% | -0.4% | -0.8% |
| 7D | +2.1% | +4.7% | -2.5% | +1.1% |
| 30D | +1.4% | +14.8% | -13.4% | -1.7% |
| 3M | -1.3% | +8.8% | -10.1% | -3.1% |
| 6M | -0.5% | +19.3% | -19.8% | -4.7% |
| YTD | +19.6% | +35.3% | -15.7% | +11.2% |
| 1Y | +22.4% | +33.8% | -11.4% | +14.0% |
| 3Y | +55.9% | +74.4% | -18.6% | +34.7% |
| 5Y | +20.4% | +120.5% | -100.1% | -3.0% |
| All | +65.5% | +676.2% | -610.6% | +0.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MSI.
Daily Out/Under-Performance
Portfolio return minus MSI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSI 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 MSI 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