+922.4%
VZ vs FHN
+1,730.5%
-808.1%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FHN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.1% | +0.4% | +0.5% |
| 7D | +2.4% | +0.9% | +1.5% | +2.2% |
| 30D | +11.2% | +2.1% | +9.1% | +10.8% |
| 3M | 0.0% | -6.0% | +6.0% | +1.0% |
| 6M | +1.3% | -2.9% | +4.2% | +1.7% |
| YTD | +21.3% | +0.7% | +20.6% | +20.7% |
| 1Y | +23.9% | +11.0% | +12.9% | +21.2% |
| 3Y | +57.7% | +130.3% | -72.6% | +33.0% |
| 5Y | +21.2% | +61.3% | -40.1% | +4.7% |
| 10Y | +70.6% | +89.6% | -19.0% | +33.6% |
| All | +922.4% | +1,730.5% | -808.1% | +340.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling