+67.9%
VZ vs FND
+68.8%
-0.9%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.7% | +1.4% | +0.7% |
| 7D | +0.9% | -4.4% | +5.3% | +1.2% |
| 30D | +8.9% | +14.5% | -5.6% | +7.8% |
| 3M | +0.1% | -15.6% | +15.7% | +1.2% |
| 6M | +1.9% | +4.7% | -2.8% | +1.1% |
| YTD | +22.0% | -16.1% | +38.2% | +22.5% |
| 1Y | +22.1% | -16.0% | +38.1% | +22.5% |
| 3Y | +58.7% | -35.5% | +94.2% | +60.1% |
| 5Y | +22.3% | -60.5% | +82.8% | +25.8% |
| All | +67.9% | +68.8% | -0.9% | +51.0% |
Cumulative growth
Daily Returns
Daily percentage return beside FND.
Daily Out/Under-Performance
Portfolio return minus FND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FND 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 FND 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