+55.9%
VZ vs SPOT
+255.6%
-199.7%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.9% | +0.9% | -0.9% |
| 7D | +2.1% | +1.6% | +0.5% | +2.1% |
| 30D | +1.4% | +17.6% | -16.2% | +1.2% |
| 3M | -1.3% | +26.9% | -28.2% | -1.3% |
| 6M | -0.5% | +41.8% | -42.3% | -0.4% |
| YTD | +19.6% | +3.8% | +15.8% | +19.3% |
| 1Y | +22.4% | -2.5% | +24.8% | +21.9% |
| 3Y | +55.9% | +260.6% | -204.7% | +66.8% |
| All | +55.9% | +255.6% | -199.7% | +66.8% |
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