+71.6%
VZ vs SPGI
+337.7%
-266.0%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.4% | +0.3% | +0.6% |
| 7D | +0.9% | -1.4% | +2.3% | +1.2% |
| 30D | +8.9% | +15.3% | -6.3% | +6.1% |
| 3M | +0.1% | +16.5% | -16.4% | -2.8% |
| 6M | +1.9% | +19.8% | -17.9% | -1.8% |
| YTD | +22.0% | -3.2% | +25.3% | +21.9% |
| 1Y | +22.1% | +1.8% | +20.3% | +20.6% |
| 3Y | +58.7% | +30.6% | +28.1% | +47.2% |
| 5Y | +22.3% | +16.0% | +6.3% | +14.8% |
| 10Y | +71.6% | +338.6% | -267.0% | +28.8% |
| All | +71.6% | +337.7% | -266.0% | +28.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SPGI.
Daily Out/Under-Performance
Portfolio return minus SPGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPGI 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 SPGI 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