+22.0%
VZ vs GM
+45.3%
-23.3%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -2.4% | +1.0% | -1.3% |
| 7D | -1.0% | -1.1% | +0.1% | -1.0% |
| 30D | +5.8% | -4.6% | +10.3% | +5.7% |
| 3M | +10.5% | +0.2% | +10.3% | +10.4% |
| 6M | +1.8% | +12.6% | -10.8% | +2.3% |
| YTD | +28.3% | +3.7% | +24.6% | +27.8% |
| 1Y | +22.0% | +45.6% | -23.7% | +18.0% |
| All | +22.0% | +45.3% | -23.3% | +18.0% |
Cumulative growth
Daily Returns
Daily percentage return beside GM.
Daily Out/Under-Performance
Portfolio return minus GM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GM 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 GM 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