+918.2%
VZ vs GE
+2,781.4%
-1,863.1%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -4.5% | +4.4% | +1.0% |
| 7D | +5.6% | +0.5% | +5.1% | +5.4% |
| 30D | +1.9% | +1.7% | +0.1% | +1.2% |
| 3M | +0.8% | -17.3% | +18.1% | +5.3% |
| 6M | +0.6% | +10.1% | -9.5% | -2.8% |
| YTD | +20.8% | +2.6% | +18.2% | +17.7% |
| 1Y | +23.9% | +3.7% | +20.2% | +20.2% |
| 3Y | +55.7% | +268.3% | -212.6% | +4.1% |
| 5Y | +21.5% | +376.2% | -354.6% | -26.0% |
| 10Y | +68.5% | +156.4% | -87.9% | +12.8% |
| All | +918.2% | +2,781.4% | -1,863.1% | +115.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling