+55.9%
VZ vs SPG
+124.5%
-68.7%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.8% | -1.8% | -1.1% |
| 7D | +2.1% | +4.9% | -2.8% | +1.4% |
| 30D | +1.4% | +15.6% | -14.2% | -0.7% |
| 3M | -1.3% | +4.1% | -5.3% | -1.9% |
| 6M | -0.5% | +13.6% | -14.1% | -2.0% |
| YTD | +19.6% | +27.5% | -7.9% | +16.5% |
| 1Y | +22.4% | +32.2% | -9.9% | +18.8% |
| 3Y | +55.9% | +126.0% | -70.1% | +47.2% |
| All | +55.9% | +124.5% | -68.7% | +47.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling