+65.5%
VZ vs FE
+105.3%
-39.8%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.4% | +0.5% | -0.5% |
| 7D | +2.1% | -1.0% | +3.2% | +2.5% |
| 30D | +1.4% | +4.1% | -2.8% | +0.1% |
| 3M | -1.3% | -1.0% | -0.2% | -1.0% |
| 6M | -0.5% | +4.0% | -4.5% | -1.8% |
| YTD | +19.6% | +6.8% | +12.8% | +16.9% |
| 1Y | +22.4% | +5.3% | +17.1% | +20.1% |
| 3Y | +55.9% | +44.6% | +11.3% | +37.8% |
| 5Y | +20.4% | +44.2% | -23.8% | +6.2% |
| All | +65.5% | +105.3% | -39.8% | +33.8% |
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