+58.1%
VZ vs SPOT
+265.4%
-207.3%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.5% | +1.0% | +0.6% |
| 7D | +2.4% | +1.0% | +1.3% | +2.3% |
| 30D | +11.2% | +14.6% | -3.4% | +10.7% |
| 3M | 0.0% | +18.4% | -18.4% | -0.5% |
| 6M | +1.3% | +45.1% | -43.8% | +0.2% |
| YTD | +21.3% | +4.4% | +16.9% | +20.8% |
| 1Y | +23.9% | -2.7% | +26.6% | +23.7% |
| 3Y | +57.7% | +254.6% | -196.9% | +49.7% |
| 5Y | +21.2% | +124.8% | -103.6% | +14.0% |
| All | +58.1% | +265.4% | -207.3% | +40.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SPOT.
Daily Out/Under-Performance
Portfolio return minus SPOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPOT 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 10y: compounded portfolio wealth divided by compounded SPOT 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…
10y analysis · Full analysis span regression · 6 months rolling