+65.5%
VZ vs RGEN
+508.6%
-443.1%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +3.1% | -2.3% | +0.7% |
| 7D | +2.2% | +3.5% | -1.2% | +2.1% |
| 30D | +10.6% | +2.9% | +7.7% | +10.5% |
| 3M | -0.6% | +9.2% | -9.8% | -1.0% |
| 6M | +0.7% | +44.9% | -44.2% | -0.6% |
| YTD | +20.6% | +9.2% | +11.4% | +20.0% |
| 1Y | +22.7% | +25.3% | -2.6% | +21.4% |
| 3Y | +57.2% | +21.7% | +35.5% | +53.8% |
| 5Y | +21.4% | -34.5% | +55.9% | +21.4% |
| 10Y | +65.5% | +478.9% | -413.4% | +35.7% |
| All | +65.5% | +508.6% | -443.1% | +35.7% |
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