+22.4%
VZ vs GD
+5.1%
+17.3%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.6% | -0.3% | -0.9% |
| 7D | +2.1% | -5.0% | +7.1% | +2.4% |
| 30D | +1.4% | +8.9% | -7.5% | +0.9% |
| 3M | -1.3% | -8.0% | +6.8% | -1.1% |
| 6M | -0.5% | +2.9% | -3.4% | -0.1% |
| YTD | +19.6% | +7.1% | +12.6% | +20.0% |
| 1Y | +22.4% | +5.9% | +16.5% | +23.0% |
| All | +22.4% | +5.1% | +17.3% | +23.0% |
Cumulative growth
Daily Returns
Daily percentage return beside GD.
Daily Out/Under-Performance
Portfolio return minus GD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GD 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 GD 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