+990.1%
VZ vs FITB
+2,855.6%
-1,865.5%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FITB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.2% | -0.7% | -0.9% |
| 7D | +0.1% | +0.6% | -0.5% | 0.0% |
| 30D | +7.9% | -4.7% | +12.6% | +8.6% |
| 3M | +13.6% | +6.7% | +7.0% | +12.5% |
| 6M | +1.1% | +12.6% | -11.5% | -0.9% |
| YTD | +29.3% | +19.1% | +10.2% | +25.4% |
| 1Y | +21.2% | +22.6% | -1.4% | +16.9% |
| 3Y | +75.9% | +127.1% | -51.2% | +52.7% |
| 5Y | +24.1% | +71.8% | -47.7% | +10.5% |
| 10Y | +62.4% | +287.2% | -224.8% | +21.4% |
| All | +990.1% | +2,855.6% | -1,865.5% | +355.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling