+22.4%
VZ vs FITB
+29.0%
-6.6%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FITB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.8% | -0.2% | -0.9% |
| 7D | +2.1% | -1.5% | +3.7% | +2.3% |
| 30D | +1.4% | +5.8% | -4.5% | +0.9% |
| 3M | -1.3% | -6.1% | +4.9% | -0.9% |
| 6M | -0.5% | +5.9% | -6.5% | -0.4% |
| YTD | +19.6% | +16.1% | +3.5% | +17.9% |
| 1Y | +22.4% | +28.8% | -6.5% | +19.1% |
| All | +22.4% | +29.0% | -6.6% | +19.1% |
Cumulative growth
Daily Returns
Daily percentage return beside FITB.
Daily Out/Under-Performance
Portfolio return minus FITB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FITB 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 FITB 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