+57.2%
VZ vs MTZ
+272.1%
-214.9%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +8.6% | -7.8% | +1.4% |
| 7D | +2.2% | -2.4% | +4.7% | +2.2% |
| 30D | +10.6% | -11.1% | +21.7% | +10.0% |
| 3M | -0.6% | -30.6% | +30.0% | -2.7% |
| 6M | +0.7% | -54.4% | +55.1% | -3.3% |
| YTD | +20.6% | -13.0% | +33.6% | +19.6% |
| 1Y | +22.7% | -5.7% | +28.4% | +22.1% |
| 3Y | +57.2% | +297.2% | -239.9% | +50.3% |
| All | +57.2% | +272.1% | -214.9% | +50.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling