+291.5%
VZ vs SPXU
-100.0%
+391.5%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.7% | -0.2% | -1.0% |
| 7D | +2.1% | +7.6% | -5.4% | +3.4% |
| 30D | +1.4% | +17.5% | -16.1% | +3.9% |
| 3M | -1.3% | +14.7% | -15.9% | +0.9% |
| 6M | -0.5% | -0.1% | -0.5% | -0.2% |
| YTD | +19.6% | -19.8% | +39.5% | +16.3% |
| 1Y | +22.4% | -23.7% | +46.1% | +18.2% |
| 3Y | +55.9% | -79.5% | +135.4% | +25.2% |
| 5Y | +20.4% | -81.9% | +102.3% | +1.2% |
| 10Y | +66.9% | -99.5% | +166.4% | -16.5% |
| All | +291.5% | -100.0% | +391.5% | +4.9% |
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 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