+62.8%
VZ vs GPN
+28.6%
+34.2%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GPN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.8% | -1.3% | +0.2% |
| 7D | -1.2% | -3.5% | +2.3% | -0.8% |
| 30D | +5.7% | +3.1% | +2.6% | +5.2% |
| 3M | +8.2% | +42.3% | -34.0% | +3.3% |
| 6M | +1.7% | +20.9% | -19.1% | -1.2% |
| YTD | +28.9% | +15.2% | +13.6% | +25.6% |
| 1Y | +22.7% | +5.4% | +17.3% | +20.8% |
| 3Y | +82.7% | -27.4% | +110.1% | +87.2% |
| 5Y | +26.4% | -44.2% | +70.6% | +32.8% |
| All | +62.8% | +28.6% | +34.2% | +54.3% |
Cumulative growth
Daily Returns
Daily percentage return beside GPN.
Daily Out/Under-Performance
Portfolio return minus GPN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GPN 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 10y: compounded portfolio wealth divided by compounded GPN 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…
10y analysis · Full analysis span regression · 6 months rolling