+65.5%
VZ vs GEN
+166.9%
-101.4%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | 0.0% | +0.8% | +0.8% |
| 7D | +2.2% | -0.3% | +2.5% | +2.3% |
| 30D | +10.6% | +28.2% | -17.6% | +8.7% |
| 3M | -0.6% | +2.6% | -3.2% | -1.0% |
| 6M | +0.7% | +32.7% | -31.9% | -1.4% |
| YTD | +20.6% | +11.3% | +9.3% | +19.4% |
| 1Y | +22.7% | +17.9% | +4.8% | +20.9% |
| 3Y | +57.2% | +66.3% | -9.1% | +50.6% |
| 5Y | +21.4% | +31.7% | -10.3% | +16.9% |
| 10Y | +65.5% | +150.0% | -84.5% | +59.1% |
| All | +65.5% | +166.9% | -101.4% | +59.1% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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