+21.8%
VZ vs SPOT
+117.4%
-95.6%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +2.4% | -2.8% | -0.5% |
| 7D | +1.5% | +1.6% | -0.1% | +1.4% |
| 30D | +4.4% | +16.9% | -12.6% | +3.7% |
| 3M | -2.4% | +23.0% | -25.3% | -3.2% |
| 6M | +1.4% | +42.2% | -40.8% | +0.1% |
| YTD | +21.4% | +5.5% | +15.9% | +20.8% |
| 1Y | +20.3% | -5.1% | +25.3% | +20.1% |
| 3Y | +57.4% | +257.9% | -200.5% | +44.8% |
| All | +21.8% | +117.4% | -95.6% | +11.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling