+990.1%
VZ vs GAP
+2,258.2%
-1,268.2%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.5% | -1.4% | -0.9% |
| 7D | +0.1% | -4.5% | +4.6% | +0.6% |
| 30D | +7.9% | +9.0% | -1.1% | +6.7% |
| 3M | +13.6% | +5.0% | +8.7% | +12.8% |
| 6M | +1.1% | -17.8% | +18.9% | +2.5% |
| YTD | +29.3% | -10.4% | +39.7% | +29.7% |
| 1Y | +21.2% | -3.4% | +24.6% | +20.2% |
| 3Y | +75.9% | +111.5% | -35.6% | +52.9% |
| 5Y | +24.1% | +8.8% | +15.3% | +12.6% |
| 10Y | +62.4% | +32.9% | +29.5% | +30.9% |
| All | +990.1% | +2,258.2% | -1,268.2% | +315.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling