+25.3%
VZ vs GPN
-46.4%
+71.7%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GPN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -2.7% | +1.4% | -1.1% |
| 7D | -1.0% | -6.2% | +5.3% | -0.4% |
| 30D | +5.8% | +1.0% | +4.7% | +5.6% |
| 3M | +10.5% | +36.9% | -26.4% | +7.2% |
| 6M | +1.8% | +16.8% | -15.0% | +0.1% |
| YTD | +28.3% | +13.2% | +15.0% | +26.3% |
| 1Y | +22.0% | +1.4% | +20.5% | +21.4% |
| 3Y | +81.8% | -28.6% | +110.5% | +86.9% |
| 5Y | +25.3% | -47.0% | +72.3% | +33.1% |
| All | +25.3% | -46.4% | +71.7% | +33.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling