+72.6%
VZ vs SPG
+113.9%
-41.3%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.3% | -0.1% | -0.4% |
| 7D | +1.5% | +2.0% | -0.5% | +1.2% |
| 30D | +4.4% | +17.2% | -12.9% | +2.3% |
| 3M | -2.4% | +6.3% | -8.7% | -3.1% |
| 6M | +1.4% | +18.7% | -17.3% | -0.7% |
| YTD | +21.4% | +30.1% | -8.7% | +17.4% |
| 1Y | +20.3% | +32.8% | -12.5% | +16.0% |
| 3Y | +57.4% | +133.6% | -76.2% | +40.6% |
| 5Y | +21.9% | +84.4% | -62.5% | +10.8% |
| All | +72.6% | +113.9% | -41.3% | +67.7% |
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