+23.9%
VZ vs FGI
+51.0%
-27.0%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | 0.0% | -0.1% | -0.1% |
| 7D | +5.6% | -11.6% | +17.2% | +5.7% |
| 30D | +1.9% | -3.3% | +5.1% | +1.9% |
| 3M | +0.8% | +65.6% | -64.8% | 0.0% |
| 6M | +0.6% | -2.8% | +3.4% | -0.5% |
| YTD | +20.8% | +30.1% | -9.4% | +20.4% |
| 1Y | +23.9% | +50.2% | -26.2% | +20.8% |
| All | +23.9% | +51.0% | -27.0% | +20.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling