+908.7%
VZ vs GEN
+8,588.0%
-7,679.3%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.6% | +1.7% | -0.7% |
| 7D | +2.1% | +2.3% | -0.1% | +2.0% |
| 30D | +1.4% | +33.1% | -31.7% | -1.1% |
| 3M | -1.3% | +6.5% | -7.7% | -2.0% |
| 6M | -0.5% | +53.8% | -54.3% | -4.4% |
| YTD | +19.6% | +11.2% | +8.4% | +17.8% |
| 1Y | +22.4% | +19.4% | +3.0% | +19.7% |
| 3Y | +55.9% | +81.0% | -25.2% | +46.5% |
| 5Y | +20.4% | +33.4% | -13.0% | +15.2% |
| 10Y | +66.9% | +164.3% | -97.4% | +47.2% |
| All | +908.7% | +8,588.0% | -7,679.3% | +455.8% |
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