+990.1%
VZ vs MSI
+4,035.2%
-3,045.1%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.9% | 0.0% | -0.7% |
| 7D | +0.1% | -3.7% | +3.8% | +0.7% |
| 30D | +7.9% | +6.8% | +1.1% | +6.6% |
| 3M | +13.6% | +14.3% | -0.6% | +10.9% |
| 6M | +1.1% | -1.6% | +2.7% | +1.0% |
| YTD | +29.3% | +22.8% | +6.5% | +24.3% |
| 1Y | +21.2% | -1.1% | +22.3% | +20.8% |
| 3Y | +75.9% | +70.5% | +5.4% | +58.6% |
| 5Y | +24.1% | +102.8% | -78.7% | +7.6% |
| 10Y | +62.4% | +597.4% | -535.0% | +12.2% |
| All | +990.1% | +4,035.2% | -3,045.1% | +366.0% |
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