+71.6%
VZ vs GE
+160.4%
-88.8%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.4% | -0.8% | +0.5% |
| 7D | +0.9% | +4.0% | -3.1% | +0.5% |
| 30D | +8.9% | +11.1% | -2.1% | +7.6% |
| 3M | +0.1% | -6.7% | +6.8% | +0.7% |
| 6M | +1.9% | +14.3% | -12.4% | 0.0% |
| YTD | +22.0% | +11.7% | +10.3% | +19.5% |
| 1Y | +22.1% | +10.9% | +11.2% | +19.6% |
| 3Y | +58.7% | +279.0% | -220.3% | +30.7% |
| 5Y | +22.3% | +427.0% | -404.7% | -4.8% |
| 10Y | +71.6% | +158.6% | -86.9% | +57.6% |
| All | +71.6% | +160.4% | -88.8% | +57.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling