+20.2%
VZ vs FHN
+56.9%
-36.7%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FHN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.3% | -0.6% | -0.9% |
| 7D | +2.1% | -1.0% | +3.1% | +2.2% |
| 30D | +1.4% | +0.2% | +1.2% | +1.4% |
| 3M | -1.3% | -9.0% | +7.7% | -0.9% |
| 6M | -0.5% | -6.8% | +6.3% | -0.3% |
| YTD | +19.6% | -1.5% | +21.2% | +19.6% |
| 1Y | +22.4% | +10.9% | +11.4% | +21.7% |
| 3Y | +55.9% | +119.4% | -63.5% | +47.7% |
| All | +20.2% | +56.9% | -36.7% | +16.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling