+918.2%
VZ vs MSI
+4,479.6%
-3,561.3%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +4.0% | -4.1% | -0.8% |
| 7D | +5.6% | +5.1% | +0.6% | +4.7% |
| 30D | +1.9% | +13.3% | -11.4% | -0.3% |
| 3M | +0.8% | +18.3% | -17.5% | -2.2% |
| 6M | +0.6% | +18.7% | -18.1% | -2.6% |
| YTD | +20.8% | +36.0% | -15.2% | +14.1% |
| 1Y | +23.9% | +32.6% | -8.6% | +17.5% |
| 3Y | +55.7% | +78.3% | -22.6% | +39.3% |
| 5Y | +21.5% | +121.6% | -100.0% | +3.9% |
| 10Y | +68.5% | +689.0% | -620.6% | +14.0% |
| All | +918.2% | +4,479.6% | -3,561.3% | +327.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling