+25.5%
VZ vs FN
+289.0%
-263.6%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +3.1% | -4.0% | -0.8% |
| 7D | +0.1% | -1.7% | +1.8% | 0.0% |
| 30D | +7.9% | -22.0% | +29.9% | +7.1% |
| 3M | +13.6% | -43.0% | +56.7% | +12.1% |
| 6M | +1.1% | -27.7% | +28.8% | +0.6% |
| YTD | +29.3% | -10.5% | +39.8% | +29.4% |
| 1Y | +21.2% | +12.5% | +8.8% | +21.7% |
| 3Y | +75.9% | +153.8% | -77.9% | +72.6% |
| All | +25.5% | +289.0% | -263.6% | +19.0% |
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