+22.3%
VZ vs GPN
-20.5%
+42.8%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GPN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.3% | +2.0% | +0.8% |
| 7D | +0.9% | +4.3% | -3.4% | +0.5% |
| 30D | +8.9% | +22.1% | -13.2% | +6.7% |
| 3M | +0.1% | +17.1% | -17.0% | -1.6% |
| 6M | +1.9% | +46.7% | -44.8% | -1.9% |
| YTD | +22.0% | +30.8% | -8.8% | +18.4% |
| 1Y | +22.1% | +31.5% | -9.4% | +18.3% |
| 3Y | +58.7% | -5.1% | +63.8% | +57.3% |
| 5Y | +22.3% | -18.1% | +40.4% | +23.5% |
| All | +22.3% | -20.5% | +42.8% | +23.5% |
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