+72.6%
VZ vs FE
+126.1%
-53.5%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.1% | -1.5% | -0.7% |
| 7D | +1.5% | +1.2% | +0.2% | +1.1% |
| 30D | +4.4% | +4.5% | -0.2% | +2.9% |
| 3M | -2.4% | +1.3% | -3.7% | -2.8% |
| 6M | +1.4% | +8.7% | -7.2% | -1.3% |
| YTD | +21.4% | +9.2% | +12.2% | +17.8% |
| 1Y | +20.3% | +7.0% | +13.3% | +17.4% |
| 3Y | +57.4% | +51.4% | +6.0% | +37.2% |
| 5Y | +21.9% | +47.7% | -25.8% | +6.7% |
| All | +72.6% | +126.1% | -53.5% | +34.0% |
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