+72.6%
VZ vs RGEN
+415.2%
-342.5%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.8% | -1.2% | -0.4% |
| 7D | +1.5% | -3.3% | +4.8% | +1.5% |
| 30D | +4.4% | -5.8% | +10.2% | +4.5% |
| 3M | -2.4% | +0.2% | -2.5% | -2.5% |
| 6M | +1.4% | +56.8% | -55.3% | -0.2% |
| YTD | +21.4% | +2.4% | +19.0% | +21.0% |
| 1Y | +20.3% | +11.4% | +8.8% | +19.4% |
| 3Y | +57.4% | +15.2% | +42.2% | +54.1% |
| 5Y | +21.9% | -35.1% | +57.0% | +21.6% |
| All | +72.6% | +415.2% | -342.5% | +40.4% |
Cumulative growth
Daily Returns
Daily percentage return beside RGEN.
Daily Out/Under-Performance
Portfolio return minus RGEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RGEN 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 RGEN 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