+21.7%
VZ vs SPGI
+0.4%
+21.3%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.4% | +1.3% | -0.1% |
| 7D | +0.9% | -0.8% | +1.8% | +1.0% |
| 30D | +6.9% | +14.3% | -7.3% | +6.7% |
| 3M | +0.6% | +14.5% | -13.9% | +0.5% |
| 6M | +0.3% | +17.3% | -17.0% | +0.6% |
| YTD | +21.9% | -4.6% | +26.5% | +19.5% |
| 1Y | +21.7% | +0.8% | +20.9% | +16.1% |
| All | +21.7% | +0.4% | +21.3% | +16.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling