+73.3%
VZ vs FE
+123.7%
-50.4%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.1% | 0.0% | -0.1% |
| 7D | +0.9% | -0.3% | +1.2% | +1.0% |
| 30D | +6.9% | +3.9% | +3.1% | +5.7% |
| 3M | +0.6% | -0.1% | +0.7% | +0.6% |
| 6M | +0.3% | +6.1% | -5.8% | -1.6% |
| YTD | +21.9% | +8.1% | +13.8% | +18.7% |
| 1Y | +21.7% | +4.4% | +17.3% | +19.7% |
| 3Y | +58.5% | +49.0% | +9.5% | +38.8% |
| 5Y | +22.4% | +46.1% | -23.7% | +7.5% |
| All | +73.3% | +123.7% | -50.4% | +35.0% |
Cumulative growth
Daily Returns
Daily percentage return beside FE.
Daily Out/Under-Performance
Portfolio return minus FE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FE 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 10y: compounded portfolio wealth divided by compounded FE 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…
10y analysis · Full analysis span regression · 6 months rolling