+990.1%
VZ vs GIS
+1,507.8%
-517.8%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.5% | +1.6% | 0.0% |
| 7D | +0.1% | -7.8% | +7.9% | +3.1% |
| 30D | +7.9% | +6.6% | +1.3% | +5.3% |
| 3M | +13.6% | +21.0% | -7.3% | +5.5% |
| 6M | +1.1% | -9.1% | +10.2% | +4.0% |
| YTD | +29.3% | -13.6% | +42.9% | +35.3% |
| 1Y | +21.2% | -18.0% | +39.3% | +29.1% |
| 3Y | +75.9% | -33.7% | +109.6% | +100.6% |
| 5Y | +24.1% | -19.4% | +43.5% | +30.0% |
| 10Y | +62.4% | -21.3% | +83.6% | +65.8% |
| All | +990.1% | +1,507.8% | -517.8% | +210.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling