+323.0%
VZ vs SPXU
-100.0%
+423.0%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.3% | -2.2% | -0.7% |
| 7D | +0.1% | -0.1% | +0.2% | +0.1% |
| 30D | +7.9% | +0.8% | +7.1% | +8.1% |
| 3M | +13.6% | -4.7% | +18.4% | +13.0% |
| 6M | +1.1% | -29.6% | +30.7% | -3.7% |
| YTD | +29.3% | -29.9% | +59.2% | +23.1% |
| 1Y | +21.2% | -39.1% | +60.3% | +13.2% |
| 3Y | +75.9% | -80.0% | +155.9% | +41.3% |
| 5Y | +24.1% | -86.0% | +110.1% | -0.1% |
| 10Y | +62.4% | -99.5% | +161.9% | -18.4% |
| All | +323.0% | -100.0% | +423.0% | +11.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling