+23.3%
VZ vs SPG
+32.2%
-9.0%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.0% | -1.2% | +0.1% |
| 7D | +2.2% | +5.1% | -2.8% | +0.6% |
| 30D | +10.6% | +16.8% | -6.3% | +5.3% |
| 3M | -0.6% | +5.7% | -6.3% | -2.7% |
| 6M | +0.7% | +17.8% | -17.1% | -2.5% |
| YTD | +20.6% | +30.1% | -9.5% | +14.6% |
| All | +23.3% | +32.2% | -9.0% | +16.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling