+78.8%
VZ vs FN
+158.4%
-79.6%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +3.1% | -4.0% | -0.7% |
| 7D | +0.1% | -1.7% | +1.8% | 0.0% |
| 30D | +7.9% | -22.0% | +29.9% | +6.4% |
| 3M | +13.6% | -43.0% | +56.7% | +10.6% |
| 6M | +1.1% | -27.7% | +28.8% | +0.2% |
| YTD | +29.3% | -10.5% | +39.8% | +30.3% |
| 1Y | +21.2% | +12.5% | +8.8% | +23.8% |
| All | +78.8% | +158.4% | -79.6% | +83.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling