+918.2%
VZ vs GEN
+8,824.3%
-7,906.0%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.9% | +0.8% | 0.0% |
| 7D | +5.6% | +8.5% | -2.9% | +4.9% |
| 30D | +1.9% | +34.2% | -32.4% | -0.7% |
| 3M | +0.8% | +10.0% | -9.2% | -0.3% |
| 6M | +0.6% | +56.8% | -56.2% | -3.5% |
| YTD | +20.8% | +14.2% | +6.5% | +18.6% |
| 1Y | +23.9% | +20.8% | +3.1% | +21.1% |
| 3Y | +55.7% | +84.1% | -28.4% | +46.2% |
| 5Y | +21.5% | +37.1% | -15.5% | +16.0% |
| 10Y | +68.5% | +171.5% | -103.0% | +48.3% |
| All | +918.2% | +8,824.3% | -7,906.0% | +459.8% |
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