+21.8%
VZ vs GAP
+2.1%
+19.7%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.8% | +0.4% | -0.4% |
| 7D | +1.5% | -1.9% | +3.4% | +1.5% |
| 30D | +4.4% | -7.1% | +11.4% | +4.7% |
| 3M | -2.4% | +4.1% | -6.5% | -2.7% |
| 6M | +1.4% | +1.9% | -0.5% | +1.1% |
| YTD | +21.4% | -15.2% | +36.6% | +21.7% |
| 1Y | +20.3% | -10.6% | +30.9% | +20.2% |
| 3Y | +57.4% | +74.6% | -17.2% | +48.6% |
| All | +21.8% | +2.1% | +19.7% | +15.9% |
Cumulative growth
Daily Returns
Daily percentage return beside GAP.
Daily Out/Under-Performance
Portfolio return minus GAP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GAP 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 GAP 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