+25.2%
VZ vs GE
+8.3%
+16.9%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +2.7% | -0.7% | +2.2% |
| 7D | +6.9% | +9.4% | -2.5% | +7.5% |
| 30D | +2.3% | +7.5% | -5.3% | +2.7% |
| 3M | 0.0% | -12.5% | +12.6% | -0.8% |
| 6M | +0.2% | +17.8% | -17.5% | +0.7% |
| YTD | +20.9% | +7.4% | +13.5% | +20.3% |
| 1Y | +25.2% | +8.9% | +16.4% | +24.0% |
| All | +25.2% | +8.3% | +16.9% | +24.0% |
Cumulative growth
Daily Returns
Daily percentage return beside GE.
Daily Out/Under-Performance
Portfolio return minus GE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GE 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 GE 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