+990.1%
VZ vs MTZ
+3,062.5%
-2,072.5%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +2.1% | -3.0% | -1.0% |
| 7D | +0.1% | -1.6% | +1.7% | +0.2% |
| 30D | +7.9% | -11.1% | +19.0% | +8.6% |
| 3M | +13.6% | -36.7% | +50.4% | +16.2% |
| 6M | +1.1% | -21.9% | +23.0% | +1.8% |
| YTD | +29.3% | +9.1% | +20.2% | +27.3% |
| 1Y | +21.2% | +30.0% | -8.7% | +17.9% |
| 3Y | +75.9% | +138.5% | -62.6% | +61.8% |
| 5Y | +24.1% | +158.3% | -134.3% | +12.4% |
| 10Y | +62.4% | +700.8% | -638.4% | +32.8% |
| All | +990.1% | +3,062.5% | -2,072.5% | +663.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling