+89.0%
VZ vs SPMO
+504.7%
-415.6%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +3.7% | -3.1% | 0.0% |
| 7D | +0.9% | +1.8% | -0.9% | +0.5% |
| 30D | +8.9% | -10.0% | +18.9% | +10.9% |
| 3M | +0.1% | -9.4% | +9.5% | +1.6% |
| 6M | +1.9% | -7.7% | +9.6% | +2.2% |
| YTD | +22.0% | +13.3% | +8.7% | +16.1% |
| 1Y | +22.1% | +12.7% | +9.4% | +16.2% |
| 3Y | +58.7% | +127.5% | -68.8% | +19.1% |
| 5Y | +22.3% | +119.7% | -97.4% | -8.0% |
| 10Y | +71.6% | +469.5% | -397.8% | -2.3% |
| All | +89.0% | +504.7% | -415.6% | +7.0% |
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