+19.2%
VZ vs FGI
-74.8%
+94.0%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -25.2% | +24.8% | -0.3% |
| 7D | +1.5% | -14.4% | +15.9% | +1.5% |
| 30D | +4.4% | -11.8% | +16.1% | +4.4% |
| 3M | -2.4% | -46.2% | +43.9% | -2.2% |
| 6M | +1.4% | +5.2% | -3.8% | +1.0% |
| YTD | +21.4% | +10.5% | +10.9% | +20.9% |
| 1Y | +20.3% | +25.5% | -5.2% | +19.8% |
| 3Y | +57.4% | -16.0% | +73.4% | +57.1% |
| All | +19.2% | -74.8% | +94.0% | +19.8% |
Cumulative growth
Daily Returns
Daily percentage return beside FGI.
Daily Out/Under-Performance
Portfolio return minus FGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FGI 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 FGI 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