+21.5%
VZ vs FE
+46.2%
-24.7%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.2% | +0.1% | 0.0% |
| 7D | +5.6% | +0.6% | +5.1% | +5.4% |
| 30D | +1.9% | +6.4% | -4.6% | -0.6% |
| 3M | +0.8% | -0.5% | +1.3% | +0.9% |
| 6M | +0.6% | +4.7% | -4.1% | -1.3% |
| YTD | +20.8% | +8.4% | +12.4% | +16.5% |
| 1Y | +23.9% | +7.2% | +16.7% | +19.9% |
| 3Y | +55.7% | +44.9% | +10.8% | +31.5% |
| 5Y | +21.5% | +46.3% | -24.7% | +3.8% |
| All | +21.5% | +46.2% | -24.7% | +3.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling