+606.9%
GEV vs VZ
+43.2%
+563.7%
-38.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +0.5% | -3.3% | -2.7% |
| 7D | -1.9% | -1.2% | -0.7% | -2.4% |
| 30D | -8.7% | +5.7% | -14.4% | -6.4% |
| 3M | +6.6% | +8.2% | -1.6% | +11.8% |
| 6M | +10.2% | +1.7% | +8.5% | +13.6% |
| YTD | +41.6% | +28.9% | +12.8% | +58.4% |
| 1Y | +43.9% | +22.7% | +21.1% | +58.3% |
| All | +606.9% | +43.2% | +563.7% | +704.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VZ.
Daily Out/Under-Performance
Portfolio return minus VZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VZ 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 5y: compounded portfolio wealth divided by compounded VZ 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…
5y analysis · Full analysis span regression · 6 months rolling