+927.7%
VZ vs RGEN
+1,565.2%
-637.5%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -3.5% | +3.4% | 0.0% |
| 7D | +0.9% | -1.2% | +2.1% | +1.0% |
| 30D | +6.9% | -5.1% | +12.0% | +7.0% |
| 3M | +0.6% | +0.5% | +0.1% | +0.5% |
| 6M | +0.3% | +46.6% | -46.3% | -0.6% |
| YTD | +21.9% | +1.6% | +20.3% | +21.5% |
| 1Y | +21.7% | +5.4% | +16.3% | +21.2% |
| 3Y | +58.5% | +12.8% | +45.7% | +56.8% |
| 5Y | +22.4% | -35.6% | +58.0% | +21.8% |
| 10Y | +71.4% | +415.7% | -344.3% | +62.1% |
| All | +927.7% | +1,565.2% | -637.5% | +762.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling