+77.9%
VZ vs FND
+66.0%
+11.8%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.7% | -2.6% | -1.0% |
| 7D | +0.1% | -5.2% | +5.3% | +0.4% |
| 30D | +7.9% | -19.9% | +27.8% | +9.6% |
| 3M | +13.6% | +2.7% | +10.9% | +13.1% |
| 6M | +1.1% | -21.7% | +22.8% | +2.4% |
| YTD | +29.3% | -17.5% | +46.8% | +30.1% |
| 1Y | +21.2% | -39.3% | +60.5% | +24.8% |
| 3Y | +75.9% | -49.8% | +125.7% | +81.4% |
| 5Y | +24.1% | -60.1% | +84.2% | +27.6% |
| All | +77.9% | +66.0% | +11.8% | +60.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling