+918.2%
VZ vs FDX
+4,173.5%
-3,255.3%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -3.8% | +3.7% | +0.7% |
| 7D | +5.6% | +2.9% | +2.7% | +5.0% |
| 30D | +1.9% | +9.6% | -7.7% | 0.0% |
| 3M | +0.8% | +2.4% | -1.6% | +0.2% |
| 6M | +0.6% | +9.2% | -8.6% | -1.5% |
| YTD | +20.8% | +37.7% | -16.9% | +12.4% |
| 1Y | +23.9% | +56.1% | -32.2% | +12.4% |
| 3Y | +55.7% | +68.9% | -13.3% | +35.7% |
| 5Y | +21.5% | +79.0% | -57.4% | +2.0% |
| 10Y | +68.5% | +163.9% | -95.4% | +22.3% |
| All | +918.2% | +4,173.5% | -3,255.3% | +294.6% |
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