+990.1%
VZ vs GEN
+8,838.9%
-7,848.8%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.2% | +1.3% | -0.7% |
| 7D | +0.1% | -1.2% | +1.3% | +0.2% |
| 30D | +7.9% | +10.1% | -2.2% | +7.0% |
| 3M | +13.6% | +16.1% | -2.4% | +12.2% |
| 6M | +1.1% | +38.9% | -37.8% | -1.9% |
| YTD | +29.3% | +14.4% | +14.9% | +27.3% |
| 1Y | +21.2% | +5.9% | +15.4% | +20.1% |
| 3Y | +75.9% | +58.8% | +17.1% | +67.5% |
| 5Y | +24.1% | +24.7% | -0.6% | +19.6% |
| 10Y | +62.4% | +163.1% | -100.7% | +43.6% |
| All | +990.1% | +8,838.9% | -7,848.8% | +500.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling