+65.5%
VZ vs GIS
-17.6%
+83.1%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.8% | +2.6% | +1.4% |
| 7D | +2.2% | +0.4% | +1.9% | +2.1% |
| 30D | +10.6% | +10.1% | +0.5% | +7.0% |
| 3M | -0.6% | -3.7% | +3.0% | +0.2% |
| 6M | +0.7% | +4.3% | -3.5% | -1.3% |
| YTD | +20.6% | -19.8% | +40.4% | +28.4% |
| 1Y | +22.7% | -20.5% | +43.2% | +31.0% |
| 3Y | +57.2% | -38.3% | +95.6% | +80.8% |
| 5Y | +21.4% | -32.2% | +53.6% | +33.8% |
| 10Y | +65.5% | -18.0% | +83.5% | +66.5% |
| All | +65.5% | -17.6% | +83.1% | +66.5% |
Cumulative growth
Daily Returns
Daily percentage return beside GIS.
Daily Out/Under-Performance
Portfolio return minus GIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GIS 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 GIS 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