+70.6%
VZ vs SPMO
+449.2%
-378.7%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.2% | +0.7% | +0.6% |
| 7D | +2.4% | -2.6% | +5.0% | +2.8% |
| 30D | +11.2% | -14.2% | +25.4% | +14.2% |
| 3M | 0.0% | -12.7% | +12.7% | +2.2% |
| 6M | +1.3% | -9.6% | +10.9% | +1.9% |
| YTD | +21.3% | +9.3% | +12.0% | +16.0% |
| 1Y | +23.9% | +8.2% | +15.7% | +18.8% |
| 3Y | +57.7% | +119.4% | -61.7% | +18.1% |
| 5Y | +21.2% | +112.5% | -91.3% | -9.1% |
| 10Y | +70.6% | +449.2% | -378.7% | -11.5% |
| All | +70.6% | +449.2% | -378.7% | -11.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling