+20.2%
VZ vs GIS
-30.4%
+50.6%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.6% | +1.7% | 0.0% |
| 7D | +2.1% | +3.6% | -1.4% | +0.8% |
| 30D | +1.4% | +13.9% | -12.5% | -3.1% |
| 3M | -1.3% | +0.3% | -1.6% | -1.8% |
| 6M | -0.5% | +5.0% | -5.5% | -3.0% |
| YTD | +19.6% | -18.4% | +38.0% | +26.9% |
| 1Y | +22.4% | -17.4% | +39.8% | +29.3% |
| 3Y | +55.9% | -36.9% | +92.8% | +78.9% |
| All | +20.2% | -30.4% | +50.6% | +25.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling