+65.5%
VZ vs SPG
+117.3%
-51.8%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.0% | -1.2% | +0.6% |
| 7D | +2.2% | +5.1% | -2.8% | +1.6% |
| 30D | +10.6% | +16.8% | -6.3% | +8.4% |
| 3M | -0.6% | +5.7% | -6.3% | -1.3% |
| 6M | +0.7% | +17.8% | -17.1% | -1.3% |
| YTD | +20.6% | +30.1% | -9.5% | +16.7% |
| 1Y | +22.7% | +32.8% | -10.1% | +18.4% |
| 3Y | +57.2% | +137.2% | -80.0% | +40.3% |
| 5Y | +21.4% | +81.5% | -60.1% | +10.5% |
| 10Y | +65.5% | +116.5% | -51.0% | +58.9% |
| All | +65.5% | +117.3% | -51.8% | +58.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SPG.
Daily Out/Under-Performance
Portfolio return minus SPG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPG 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 SPG 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