+25.2%
VZ vs MTZ
-14.7%
+39.9%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -15.4% | +17.4% | +0.3% |
| 7D | +6.9% | -7.4% | +14.3% | +6.2% |
| 30D | +2.3% | -23.6% | +25.9% | -0.5% |
| 3M | 0.0% | -38.3% | +38.3% | -5.0% |
| 6M | +0.2% | -60.6% | +60.8% | -9.0% |
| YTD | +20.9% | -22.9% | +43.8% | +23.7% |
| 1Y | +25.2% | -14.3% | +39.5% | +30.4% |
| All | +25.2% | -14.7% | +39.9% | +30.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MTZ.
Daily Out/Under-Performance
Portfolio return minus MTZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MTZ 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 1y: compounded portfolio wealth divided by compounded MTZ 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…
1y analysis · Full analysis span regression · 6 months rolling