+65.5%
VZ vs SPXU
-99.5%
+165.0%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -7.0% | +7.8% | 0.0% |
| 7D | +2.2% | -1.5% | +3.7% | +2.2% |
| 30D | +10.6% | +9.7% | +0.9% | +12.0% |
| 3M | -0.6% | +8.4% | -9.0% | +0.5% |
| 6M | +0.7% | -5.7% | +6.5% | +0.3% |
| YTD | +20.6% | -25.4% | +46.1% | +16.9% |
| 1Y | +22.7% | -28.9% | +51.6% | +18.3% |
| 3Y | +57.2% | -81.2% | +138.4% | +28.8% |
| 5Y | +21.4% | -83.3% | +104.7% | +3.7% |
| 10Y | +65.5% | -99.5% | +165.0% | -13.1% |
| All | +65.5% | -99.5% | +165.0% | -13.1% |
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