+27.0%
VZ vs FGI
-70.4%
+97.3%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +7.5% | -8.4% | -0.9% |
| 7D | +0.1% | +0.5% | -0.5% | +0.1% |
| 30D | +7.9% | +65.4% | -57.5% | +7.4% |
| 3M | +13.6% | +23.5% | -9.9% | +13.1% |
| 6M | +1.1% | +60.5% | -59.4% | +0.7% |
| YTD | +29.3% | +30.0% | -0.7% | +28.8% |
| 1Y | +21.2% | +82.1% | -60.8% | +20.8% |
| 3Y | +75.9% | -4.4% | +80.3% | +75.5% |
| All | +27.0% | -70.4% | +97.3% | +27.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling