+65.5%
VZ vs SPY
+312.9%
-247.3%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.3% | -1.2% | -1.0% |
| 7D | +2.1% | -2.7% | +4.8% | +3.1% |
| 30D | +1.4% | -5.4% | +6.8% | +3.2% |
| 3M | -1.3% | -4.1% | +2.8% | 0.0% |
| 6M | -0.5% | +0.7% | -1.2% | -1.2% |
| YTD | +19.6% | +8.7% | +11.0% | +15.2% |
| 1Y | +22.4% | +10.9% | +11.5% | +16.8% |
| 3Y | +55.9% | +75.0% | -19.1% | +20.6% |
| 5Y | +20.4% | +67.8% | -47.4% | -6.1% |
| All | +65.5% | +312.9% | -247.3% | -20.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 SPY 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