+61.1%
VZ vs SPXU
-99.5%
+160.6%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.7% | -1.2% | +0.7% |
| 7D | +0.2% | -1.5% | +1.7% | 0.0% |
| 30D | +7.1% | +3.7% | +3.4% | +7.6% |
| 3M | +12.8% | -9.6% | +22.4% | +11.6% |
| 6M | +1.8% | -32.4% | +34.2% | -2.8% |
| YTD | +30.0% | -28.7% | +58.7% | +25.1% |
| 1Y | +24.3% | -38.2% | +62.5% | +17.6% |
| 3Y | +84.3% | -80.4% | +164.7% | +52.0% |
| 5Y | +25.9% | -86.0% | +112.0% | +4.5% |
| 10Y | +61.1% | -99.5% | +160.6% | -16.6% |
| All | +61.1% | -99.5% | +160.6% | -16.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 SPXU 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