+25.9%
VZ vs GM
+84.0%
-58.1%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.2% | +2.8% | +0.7% |
| 7D | +0.2% | +0.4% | -0.2% | +0.2% |
| 30D | +7.1% | -1.8% | +9.0% | +7.2% |
| 3M | +12.8% | +2.6% | +10.2% | +12.6% |
| 6M | +1.8% | +14.6% | -12.8% | +0.8% |
| YTD | +30.0% | +6.2% | +23.8% | +29.1% |
| 1Y | +24.3% | +48.7% | -24.4% | +20.2% |
| 3Y | +84.3% | +168.3% | -84.0% | +65.0% |
| 5Y | +25.9% | +82.8% | -56.8% | +13.1% |
| All | +25.9% | +84.0% | -58.1% | +13.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling