+64.4%
VZ vs SPMO
+526.3%
-462.0%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.1% | -1.2% | -1.3% |
| 7D | -1.0% | +2.7% | -3.7% | -1.5% |
| 30D | +5.8% | +1.1% | +4.7% | +5.5% |
| 3M | +10.5% | +2.0% | +8.5% | +9.3% |
| 6M | +1.8% | +26.5% | -24.8% | -4.9% |
| YTD | +28.3% | +26.5% | +1.7% | +19.7% |
| 1Y | +22.0% | +27.9% | -6.0% | +13.3% |
| 3Y | +81.8% | +160.4% | -78.5% | +31.7% |
| 5Y | +25.3% | +151.5% | -126.2% | -9.0% |
| 10Y | +64.4% | +526.3% | -462.0% | -12.9% |
| All | +64.4% | +526.3% | -462.0% | -12.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SPMO.
Daily Out/Under-Performance
Portfolio return minus SPMO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPMO 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 2016-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded SPMO 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling