+60.5%
VZ vs FN
+900.0%
-839.5%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +3.1% | -4.0% | -0.9% |
| 7D | +0.1% | -1.7% | +1.8% | +0.1% |
| 30D | +7.9% | -22.0% | +29.9% | +7.9% |
| 3M | +13.6% | -43.0% | +56.7% | +13.9% |
| 6M | +1.1% | -27.7% | +28.8% | +1.0% |
| YTD | +29.3% | -10.5% | +39.8% | +28.6% |
| 1Y | +21.2% | +12.5% | +8.8% | +19.8% |
| 3Y | +75.9% | +153.8% | -77.9% | +65.5% |
| 5Y | +24.1% | +288.0% | -263.9% | +12.4% |
| All | +60.5% | +900.0% | -839.5% | +33.6% |
Cumulative growth
Daily Returns
Daily percentage return beside FN.
Daily Out/Under-Performance
Portfolio return minus FN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FN 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 10y: compounded portfolio wealth divided by compounded FN 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…
10y analysis · Full analysis span regression · 6 months rolling