+58.2%
VZ vs SPOT
+258.3%
-200.1%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.5% | +0.1% | +0.6% |
| 7D | +0.9% | -3.0% | +3.9% | +1.0% |
| 30D | +8.9% | +15.2% | -6.3% | +8.7% |
| 3M | +0.1% | +21.6% | -21.5% | 0.0% |
| 6M | +1.9% | +45.2% | -43.3% | +2.0% |
| YTD | +22.0% | +4.9% | +17.1% | +21.6% |
| 1Y | +22.1% | -4.8% | +26.9% | +21.6% |
| All | +58.2% | +258.3% | -200.1% | +66.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling