+990.1%
VZ vs GSK
+1,705.8%
-715.8%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GSK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.9% | +1.0% | -0.4% |
| 7D | +0.1% | -1.8% | +1.9% | +0.6% |
| 30D | +7.9% | -2.2% | +10.1% | +8.5% |
| 3M | +13.6% | -1.8% | +15.5% | +14.1% |
| 6M | +1.1% | -10.6% | +11.7% | +3.9% |
| YTD | +29.3% | +4.4% | +24.9% | +27.1% |
| 1Y | +21.2% | +30.4% | -9.2% | +11.7% |
| 3Y | +75.9% | +60.1% | +15.8% | +51.0% |
| 5Y | +24.1% | +46.8% | -22.7% | +7.7% |
| 10Y | +62.4% | +79.2% | -16.8% | +31.1% |
| All | +990.1% | +1,705.8% | -715.8% | +355.7% |
Cumulative growth
Daily Returns
Daily percentage return beside GSK.
Daily Out/Under-Performance
Portfolio return minus GSK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GSK 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 all: compounded portfolio wealth divided by compounded GSK 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…
all analysis · Full analysis span regression · 6 months rolling