+922.4%
VZ vs MTB
+7,621.1%
-6,698.6%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MTB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.0% | +1.5% | +0.8% |
| 7D | +2.4% | -0.7% | +3.0% | +2.5% |
| 30D | +11.2% | +1.4% | +9.8% | +10.8% |
| 3M | 0.0% | -11.6% | +11.6% | +2.8% |
| 6M | +1.3% | +5.4% | -4.1% | -0.1% |
| YTD | +21.3% | +11.7% | +9.5% | +17.7% |
| 1Y | +23.9% | +20.5% | +3.4% | +18.0% |
| 3Y | +57.7% | +104.5% | -46.8% | +29.7% |
| 5Y | +21.2% | +65.1% | -43.9% | +2.3% |
| 10Y | +70.6% | +119.5% | -48.9% | +25.0% |
| All | +922.4% | +7,621.1% | -6,698.6% | +266.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling