+57.2%
VZ vs SPMO
+122.4%
-65.2%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +4.4% | -3.6% | +1.5% |
| 7D | +2.2% | -1.9% | +4.2% | +1.9% |
| 30D | +10.6% | -14.1% | +24.7% | +8.0% |
| 3M | -0.6% | -13.1% | +12.5% | -2.6% |
| 6M | +0.7% | -9.4% | +10.1% | -0.8% |
| YTD | +20.6% | +9.5% | +11.1% | +20.9% |
| 1Y | +22.7% | +10.5% | +12.2% | +23.1% |
| 3Y | +57.2% | +124.4% | -67.2% | +71.5% |
| All | +57.2% | +122.4% | -65.2% | +71.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling