+22.4%
VZ vs FDX
+51.9%
-29.5%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.7% | +1.8% | -0.5% |
| 7D | +2.1% | -1.6% | +3.8% | +2.4% |
| 30D | +1.4% | +6.6% | -5.2% | +0.4% |
| 3M | -1.3% | -2.1% | +0.8% | -0.9% |
| 6M | -0.5% | +2.2% | -2.7% | -1.3% |
| YTD | +19.6% | +33.9% | -14.3% | +11.1% |
| 1Y | +22.4% | +50.2% | -27.9% | +9.1% |
| All | +22.4% | +51.9% | -29.5% | +9.1% |
Cumulative growth
Daily Returns
Daily percentage return beside FDX.
Daily Out/Under-Performance
Portfolio return minus FDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FDX 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 1y: compounded portfolio wealth divided by compounded FDX 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…
1y analysis · Full analysis span regression · 6 months rolling