+744.0%
VZ vs SPG
+5,256.9%
-4,512.9%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.0% | +0.1% | -0.7% |
| 7D | +0.1% | -2.4% | +2.5% | +0.6% |
| 30D | +7.9% | -6.8% | +14.7% | +9.4% |
| 3M | +13.6% | +2.7% | +11.0% | +13.1% |
| 6M | +1.1% | +5.5% | -4.4% | -0.1% |
| YTD | +29.3% | +15.7% | +13.6% | +25.3% |
| 1Y | +21.2% | +20.9% | +0.4% | +16.5% |
| 3Y | +75.9% | +112.4% | -36.5% | +48.8% |
| 5Y | +24.1% | +101.4% | -77.3% | +4.6% |
| 10Y | +62.4% | +60.6% | +1.8% | +33.3% |
| All | +744.0% | +5,256.9% | -4,512.9% | +213.2% |
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 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