+100.3%
VZ vs SPMO
+572.4%
-472.1%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.6% | -2.5% | -1.2% |
| 7D | +0.1% | +2.0% | -1.9% | -0.3% |
| 30D | +7.9% | -0.4% | +8.3% | +7.9% |
| 3M | +13.6% | -1.9% | +15.5% | +13.4% |
| 6M | +1.1% | +25.0% | -23.9% | -5.1% |
| YTD | +29.3% | +26.0% | +3.3% | +20.9% |
| 1Y | +21.2% | +28.7% | -7.4% | +12.6% |
| 3Y | +75.9% | +160.9% | -85.0% | +28.3% |
| 5Y | +24.1% | +147.9% | -123.8% | -8.7% |
| 10Y | +62.4% | +518.9% | -456.5% | -8.9% |
| All | +100.3% | +572.4% | -472.1% | +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 all: 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…
all analysis · Full analysis span regression · 6 months rolling