+72.6%
VZ vs MTB
+115.1%
-42.5%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MTB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.6% | -1.0% | -0.5% |
| 7D | +1.5% | +1.5% | -0.1% | +1.2% |
| 30D | +4.4% | +2.3% | +2.0% | +3.9% |
| 3M | -2.4% | -12.1% | +9.8% | -0.2% |
| 6M | +1.4% | +9.8% | -8.4% | -0.3% |
| YTD | +21.4% | +12.0% | +9.4% | +18.7% |
| 1Y | +20.3% | +22.0% | -1.8% | +15.8% |
| 3Y | +57.4% | +107.6% | -50.2% | +35.3% |
| 5Y | +21.9% | +61.9% | -39.9% | +7.9% |
| All | +72.6% | +115.1% | -42.5% | +51.9% |
Cumulative growth
Daily Returns
Daily percentage return beside MTB.
Daily Out/Under-Performance
Portfolio return minus MTB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MTB 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 MTB 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