+22.1%
VZ vs FIG
-56.7%
+78.8%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.8% | -1.2% | +0.6% |
| 7D | +0.9% | -14.3% | +15.2% | +0.8% |
| 30D | +8.9% | -13.6% | +22.5% | +8.9% |
| 3M | +0.1% | -23.7% | +23.8% | -0.2% |
| 6M | +1.9% | -5.4% | +7.3% | +2.6% |
| YTD | +22.0% | -49.2% | +71.3% | +20.1% |
| 1Y | +22.1% | -57.4% | +79.5% | +19.4% |
| All | +22.1% | -56.7% | +78.8% | +19.4% |
Cumulative growth
Daily Returns
Daily percentage return beside FIG.
Daily Out/Under-Performance
Portfolio return minus FIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIG 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 FIG 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