+21.7%
VZ vs GIS
-23.4%
+45.1%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.0% | +1.9% | +0.6% |
| 7D | +0.9% | -8.1% | +9.0% | +4.1% |
| 30D | +6.9% | +5.3% | +1.6% | +4.9% |
| 3M | +0.6% | -10.5% | +11.2% | +4.1% |
| 6M | +0.3% | +1.8% | -1.5% | -1.6% |
| YTD | +21.9% | -22.9% | +44.8% | +32.8% |
| 1Y | +21.7% | -22.9% | +44.6% | +32.1% |
| All | +21.7% | -23.4% | +45.1% | +32.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling