+25.5%
VZ vs RGEN
-42.4%
+67.9%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.2% | +0.3% | -0.9% |
| 7D | +0.1% | -4.9% | +5.0% | +0.1% |
| 30D | +7.9% | +5.7% | +2.2% | +7.9% |
| 3M | +13.6% | +32.4% | -18.8% | +13.6% |
| 6M | +1.1% | +33.2% | -32.1% | +1.0% |
| YTD | +29.3% | +2.3% | +27.0% | +29.5% |
| 1Y | +21.2% | +39.0% | -17.8% | +20.8% |
| 3Y | +75.9% | -4.6% | +80.5% | +75.4% |
| All | +25.5% | -42.4% | +67.9% | +22.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling