+21.5%
VZ vs GD
+97.4%
-75.9%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.3% | +2.2% | +0.4% |
| 7D | +5.6% | -3.9% | +9.5% | +6.5% |
| 30D | +1.9% | +8.1% | -6.2% | +0.2% |
| 3M | +0.8% | -6.8% | +7.6% | +2.1% |
| 6M | +0.6% | +3.0% | -2.4% | -0.1% |
| YTD | +20.8% | +7.8% | +13.0% | +18.2% |
| 1Y | +23.9% | +5.8% | +18.1% | +21.8% |
| 3Y | +55.7% | +55.3% | +0.4% | +37.4% |
| 5Y | +21.5% | +96.7% | -75.1% | -1.7% |
| All | +21.5% | +97.4% | -75.9% | -1.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling