+65.5%
VZ vs MTZ
+544.1%
-478.6%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +8.6% | -7.8% | +0.5% |
| 7D | +2.2% | -2.4% | +4.7% | +2.2% |
| 30D | +10.6% | -11.1% | +21.7% | +11.0% |
| 3M | -0.6% | -30.6% | +30.0% | +0.6% |
| 6M | +0.7% | -54.4% | +55.1% | +3.6% |
| YTD | +20.6% | -13.0% | +33.6% | +19.3% |
| 1Y | +22.7% | -5.7% | +28.4% | +20.7% |
| 3Y | +57.2% | +297.2% | -239.9% | +35.4% |
| 5Y | +21.4% | +95.9% | -74.5% | +9.5% |
| 10Y | +65.5% | +492.6% | -427.1% | +39.9% |
| All | +65.5% | +544.1% | -478.6% | +39.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling