+990.1%
VZ vs SPGI
+14,090.3%
-13,100.2%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.6% | +0.7% | -0.5% |
| 7D | +0.1% | +0.1% | -0.1% | 0.0% |
| 30D | +7.9% | +8.4% | -0.5% | +5.6% |
| 3M | +13.6% | +11.8% | +1.8% | +10.1% |
| 6M | +1.1% | +5.7% | -4.6% | -0.9% |
| YTD | +29.3% | -9.7% | +39.0% | +31.1% |
| 1Y | +21.2% | -12.5% | +33.7% | +23.6% |
| 3Y | +75.9% | +21.8% | +54.1% | +62.6% |
| 5Y | +24.1% | +8.2% | +15.9% | +16.4% |
| 10Y | +62.4% | +309.5% | -247.1% | +1.1% |
| All | +990.1% | +14,090.3% | -13,100.2% | +125.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling