+70.6%
VZ vs SPG
+117.2%
-46.7%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.6% | -0.1% | +0.5% |
| 7D | +2.4% | +5.6% | -3.2% | +1.7% |
| 30D | +11.2% | +17.6% | -6.4% | +8.9% |
| 3M | 0.0% | +7.5% | -7.5% | -0.9% |
| 6M | +1.3% | +18.5% | -17.2% | -0.8% |
| YTD | +21.3% | +30.9% | -9.7% | +17.2% |
| 1Y | +23.9% | +34.1% | -10.2% | +19.4% |
| 3Y | +57.7% | +135.5% | -77.8% | +40.8% |
| 5Y | +21.2% | +86.5% | -65.3% | +10.0% |
| 10Y | +70.6% | +116.1% | -45.5% | +63.8% |
| All | +70.6% | +117.2% | -46.7% | +63.8% |
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