+22.6%
VZ vs FN
+197.1%
-174.5%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -6.0% | +8.0% | +1.8% |
| 7D | +6.9% | -7.0% | +13.9% | +6.7% |
| 30D | +2.3% | -24.7% | +27.0% | +1.3% |
| 3M | 0.0% | -35.7% | +35.7% | -1.3% |
| 6M | +0.2% | -52.4% | +52.6% | -1.6% |
| YTD | +20.9% | -25.0% | +45.9% | +20.4% |
| 1Y | +25.2% | -25.7% | +50.9% | +24.7% |
| 3Y | +55.9% | +110.2% | -54.4% | +52.1% |
| 5Y | +22.6% | +192.3% | -169.8% | +14.2% |
| All | +22.6% | +197.1% | -174.5% | +14.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling