+21.4%
VZ vs MSI
+123.5%
-102.1%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.6% | -1.8% | +0.4% |
| 7D | +2.2% | +8.3% | -6.1% | +0.8% |
| 30D | +10.6% | +18.9% | -8.3% | +7.3% |
| 3M | -0.6% | +13.2% | -13.8% | -2.8% |
| 6M | +0.7% | +38.3% | -37.5% | -4.8% |
| YTD | +20.6% | +38.9% | -18.3% | +13.5% |
| 1Y | +22.7% | +36.7% | -14.0% | +15.8% |
| 3Y | +57.2% | +76.6% | -19.3% | +39.6% |
| 5Y | +21.4% | +124.5% | -103.1% | -0.8% |
| All | +21.4% | +123.5% | -102.1% | -0.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling