+65.5%
VZ vs GE
+159.6%
-94.0%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +2.7% | -3.6% | -1.2% |
| 7D | +2.1% | +7.1% | -5.0% | +1.4% |
| 30D | +1.4% | +6.5% | -5.1% | +0.6% |
| 3M | -1.3% | -13.6% | +12.3% | +0.2% |
| 6M | -0.5% | +6.0% | -6.5% | -1.6% |
| YTD | +19.6% | +5.4% | +14.3% | +18.0% |
| 1Y | +22.4% | +6.5% | +15.9% | +20.4% |
| 3Y | +55.9% | +268.6% | -212.7% | +28.8% |
| 5Y | +20.4% | +389.0% | -368.6% | -5.4% |
| All | +65.5% | +159.6% | -94.0% | +49.9% |
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