+21.7%
VZ vs FHN
+10.7%
+11.0%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FHN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.5% | +0.4% | -0.1% |
| 7D | +0.9% | +1.3% | -0.3% | +0.9% |
| 30D | +6.9% | +2.8% | +4.1% | +6.8% |
| 3M | +0.6% | -8.9% | +9.5% | +0.5% |
| 6M | +0.3% | -0.7% | +1.0% | +0.5% |
| YTD | +21.9% | +0.1% | +21.8% | +21.6% |
| 1Y | +21.7% | +10.4% | +11.3% | +20.9% |
| All | +21.7% | +10.7% | +11.0% | +20.9% |
Cumulative growth
Daily Returns
Daily percentage return beside FHN.
Daily Out/Under-Performance
Portfolio return minus FHN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FHN 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 FHN 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