+71.6%
VZ vs MSI
+683.5%
-611.8%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.5% | -0.9% | +0.3% |
| 7D | +0.9% | +7.7% | -6.8% | -0.7% |
| 30D | +8.9% | +19.9% | -11.0% | +4.6% |
| 3M | +0.1% | +14.9% | -14.8% | -3.0% |
| 6M | +1.9% | +37.2% | -35.3% | -5.2% |
| YTD | +22.0% | +40.8% | -18.8% | +12.4% |
| 1Y | +22.1% | +38.1% | -16.0% | +13.0% |
| 3Y | +58.7% | +77.7% | -19.0% | +36.6% |
| 5Y | +22.3% | +129.0% | -106.7% | -2.3% |
| 10Y | +71.6% | +671.3% | -599.6% | +3.6% |
| All | +71.6% | +683.5% | -611.8% | +3.6% |
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