+990.1%
VZ vs FDX
+4,233.7%
-3,243.6%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.6% | -0.3% | -0.8% |
| 7D | +0.1% | -2.5% | +2.6% | +0.6% |
| 30D | +7.9% | +3.8% | +4.1% | +7.1% |
| 3M | +13.6% | -1.3% | +15.0% | +13.7% |
| 6M | +1.1% | +5.0% | -3.9% | -0.4% |
| YTD | +29.3% | +39.6% | -10.4% | +20.1% |
| 1Y | +21.2% | +81.1% | -59.9% | +6.7% |
| 3Y | +75.9% | +63.0% | +12.9% | +54.5% |
| 5Y | +24.1% | +65.6% | -41.5% | +5.8% |
| 10Y | +62.4% | +183.4% | -121.0% | +16.1% |
| All | +990.1% | +4,233.7% | -3,243.6% | +321.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling