+25.9%
VZ vs MTZ
+165.9%
-139.9%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +3.8% | -3.3% | +0.6% |
| 7D | +0.2% | +3.6% | -3.3% | +0.3% |
| 30D | +7.1% | -9.6% | +16.8% | +7.0% |
| 3M | +12.8% | -31.9% | +44.8% | +12.5% |
| 6M | +1.8% | -13.8% | +15.6% | +1.2% |
| YTD | +30.0% | +13.3% | +16.7% | +28.7% |
| 1Y | +24.3% | +39.3% | -15.0% | +22.5% |
| 3Y | +84.3% | +168.3% | -84.0% | +74.1% |
| 5Y | +25.9% | +166.4% | -140.5% | +14.9% |
| All | +25.9% | +165.9% | -139.9% | +14.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling