+21.8%
VZ vs GEN
+33.3%
-11.5%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | +1.9% |
| 3M | -2.4% | +3.3% | -5.6% | -2.9% |
| 6M | +1.4% | +31.8% | -30.4% | -1.5% |
| YTD | +21.4% | +13.5% | +7.9% | +19.9% |
| 1Y | +20.3% | +16.0% | +4.2% | +18.4% |
| 3Y | +57.4% | +70.6% | -13.2% | +46.2% |
| All | +21.8% | +33.3% | -11.5% | +11.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling