+78.8%
VZ vs SPXU
-80.1%
+158.8%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.3% | -2.2% | -0.9% |
| 7D | +0.1% | -0.1% | +0.2% | +0.1% |
| 30D | +7.9% | +0.8% | +7.1% | +7.9% |
| 3M | +13.6% | -4.7% | +18.4% | +13.7% |
| 6M | +1.1% | -29.6% | +30.7% | +0.7% |
| YTD | +29.3% | -29.9% | +59.2% | +28.8% |
| 1Y | +21.2% | -39.1% | +60.3% | +20.2% |
| All | +78.8% | -80.1% | +158.8% | +54.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling