+23.9%
VZ vs SPMO
+9.0%
+15.0%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.2% | +0.7% | +0.5% |
| 7D | +2.4% | -2.6% | +5.0% | +1.5% |
| 30D | +11.2% | -14.2% | +25.4% | +6.0% |
| 3M | 0.0% | -12.7% | +12.7% | -4.0% |
| 6M | +1.3% | -9.6% | +10.9% | -1.5% |
| YTD | +21.3% | +9.3% | +12.0% | +25.1% |
| 1Y | +23.9% | +8.2% | +15.7% | +27.8% |
| All | +23.9% | +9.0% | +15.0% | +27.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling