+21.8%
VZ vs FND
-63.9%
+85.7%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.2% | +1.8% | -0.3% |
| 7D | +1.5% | -6.8% | +8.3% | +2.0% |
| 30D | +4.4% | +8.0% | -3.6% | +3.7% |
| 3M | -2.4% | -18.9% | +16.6% | -1.1% |
| 6M | +1.4% | +4.7% | -3.3% | +0.7% |
| YTD | +21.4% | -21.6% | +43.0% | +22.3% |
| 1Y | +20.3% | -22.0% | +42.3% | +21.1% |
| 3Y | +57.4% | -40.4% | +97.8% | +59.2% |
| All | +21.8% | -63.9% | +85.7% | +20.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling