+2.8%
GLD vs VZ
+24.4%
-21.6%
-28.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +2.1% | +1.6% | +4.2% |
| 7D | -0.3% | +6.9% | -7.2% | +1.4% |
| 30D | -1.9% | +2.3% | -4.1% | -1.1% |
| 3M | -0.4% | 0.0% | -0.5% | 0.0% |
| 6M | -10.2% | +0.2% | -10.4% | -9.7% |
| YTD | -6.0% | +20.9% | -26.9% | +6.2% |
| 1Y | +2.8% | +25.2% | -22.4% | +16.7% |
| All | +2.8% | +24.4% | -21.6% | +16.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling