+681.1%
VZ vs SPG
+5,805.1%
-5,124.0%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.8% | -1.8% | -1.1% |
| 7D | +2.1% | +4.9% | -2.8% | +1.2% |
| 30D | +1.4% | +15.6% | -14.2% | -1.5% |
| 3M | -1.3% | +4.1% | -5.3% | -2.1% |
| 6M | -0.5% | +13.6% | -14.1% | -3.1% |
| YTD | +19.6% | +27.5% | -7.9% | +13.7% |
| 1Y | +22.4% | +32.2% | -9.9% | +15.5% |
| 3Y | +55.9% | +126.0% | -70.1% | +30.3% |
| 5Y | +20.4% | +74.7% | -54.3% | +4.6% |
| 10Y | +66.9% | +112.8% | -46.0% | +28.4% |
| All | +681.1% | +5,805.1% | -5,124.0% | +184.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling