+84.3%
VZ vs GPN
-27.1%
+111.4%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GPN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -3.4% | +3.9% | +0.7% |
| 7D | +0.2% | -0.7% | +0.9% | +0.2% |
| 30D | +7.1% | +3.8% | +3.3% | +6.9% |
| 3M | +12.8% | +39.2% | -26.3% | +11.0% |
| 6M | +1.8% | +17.9% | -16.1% | +0.9% |
| YTD | +30.0% | +16.4% | +13.6% | +29.0% |
| 1Y | +24.3% | +3.6% | +20.7% | +24.3% |
| 3Y | +84.3% | -26.7% | +111.0% | +79.1% |
| All | +84.3% | -27.1% | +111.4% | +79.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling