+25.5%
VZ vs GE
+430.3%
-404.9%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.1% | -2.0% | -1.0% |
| 7D | +0.1% | -1.6% | +1.7% | +0.2% |
| 30D | +7.9% | -11.6% | +19.5% | +9.0% |
| 3M | +13.6% | +3.0% | +10.6% | +13.1% |
| 6M | +1.1% | -0.5% | +1.6% | +0.8% |
| YTD | +29.3% | +9.7% | +19.6% | +27.2% |
| 1Y | +21.2% | +20.0% | +1.2% | +17.8% |
| 3Y | +75.9% | +275.8% | -199.9% | +40.5% |
| All | +25.5% | +430.3% | -404.9% | -8.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling