+25.5%
VZ vs FHN
+86.2%
-60.7%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FHN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.1% | -0.8% | -0.9% |
| 7D | +0.1% | +1.2% | -1.1% | 0.0% |
| 30D | +7.9% | -4.7% | +12.6% | +8.1% |
| 3M | +13.6% | +3.5% | +10.1% | +13.5% |
| 6M | +1.1% | +7.8% | -6.7% | +0.8% |
| YTD | +29.3% | +5.9% | +23.4% | +28.9% |
| 1Y | +21.2% | +12.5% | +8.8% | +20.4% |
| 3Y | +75.9% | +117.2% | -41.3% | +66.3% |
| All | +25.5% | +86.2% | -60.7% | +18.1% |
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