+299.3%
VZ vs SPXU
-100.0%
+399.3%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -3.9% | +4.5% | +0.1% |
| 7D | +0.9% | +1.5% | -0.6% | +1.3% |
| 30D | +8.9% | +6.4% | +2.6% | +10.1% |
| 3M | +0.1% | +4.2% | -4.1% | +1.0% |
| 6M | +1.9% | -7.8% | +9.7% | +1.0% |
| YTD | +22.0% | -27.5% | +49.6% | +17.0% |
| 1Y | +22.1% | -27.1% | +49.3% | +17.2% |
| 3Y | +58.7% | -80.8% | +139.5% | +26.3% |
| 5Y | +22.3% | -84.1% | +106.4% | +0.7% |
| 10Y | +71.6% | -99.5% | +171.1% | -13.4% |
| All | +299.3% | -100.0% | +399.3% | +5.5% |
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