+86.9%
VZ vs SPMO
+484.3%
-397.5%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +4.4% | -3.6% | 0.0% |
| 7D | +2.2% | -1.9% | +4.2% | +2.5% |
| 30D | +10.6% | -14.1% | +24.7% | +13.5% |
| 3M | -0.6% | -13.1% | +12.5% | +1.7% |
| 6M | +0.7% | -9.4% | +10.1% | +1.3% |
| YTD | +20.6% | +9.5% | +11.1% | +15.4% |
| 1Y | +22.7% | +10.5% | +12.2% | +17.1% |
| 3Y | +57.2% | +124.4% | -67.2% | +17.9% |
| 5Y | +21.4% | +110.5% | -89.1% | -7.8% |
| 10Y | +65.5% | +450.3% | -384.8% | -5.2% |
| All | +86.9% | +484.3% | -397.5% | +6.4% |
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