+72.6%
VZ vs GEN
+152.9%
-80.3%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +2.4% | -2.8% | -0.6% |
| 7D | +1.5% | +2.0% | -0.6% | +1.3% |
| 30D | +4.4% | +27.7% | -23.4% | +2.6% |
| 3M | -2.4% | +3.3% | -5.6% | -2.8% |
| 6M | +1.4% | +31.8% | -30.4% | -0.7% |
| YTD | +21.4% | +13.5% | +7.9% | +20.0% |
| 1Y | +20.3% | +16.0% | +4.2% | +18.6% |
| 3Y | +57.4% | +70.6% | -13.2% | +50.5% |
| 5Y | +21.9% | +32.1% | -10.2% | +17.3% |
| All | +72.6% | +152.9% | -80.3% | +66.2% |
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