+908.7%
VZ vs GE
+2,859.3%
-1,950.5%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +2.7% | -3.6% | -1.6% |
| 7D | +2.1% | +7.1% | -5.0% | +0.3% |
| 30D | +1.4% | +6.5% | -5.1% | -0.4% |
| 3M | -1.3% | -13.6% | +12.3% | +2.0% |
| 6M | -0.5% | +6.0% | -6.5% | -2.9% |
| YTD | +19.6% | +5.4% | +14.3% | +15.8% |
| 1Y | +22.4% | +6.5% | +15.9% | +17.9% |
| 3Y | +55.9% | +268.6% | -212.7% | +4.3% |
| 5Y | +20.4% | +389.0% | -368.6% | -27.2% |
| 10Y | +66.9% | +163.3% | -96.4% | +11.0% |
| All | +908.7% | +2,859.3% | -1,950.5% | +111.5% |
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