+67.7%
VZ vs FND
+61.4%
+6.3%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -4.4% | +4.3% | +0.2% |
| 7D | +0.9% | -5.1% | +6.1% | +1.3% |
| 30D | +6.9% | +9.2% | -2.3% | +6.2% |
| 3M | +0.6% | -17.7% | +18.3% | +1.9% |
| 6M | +0.3% | +2.5% | -2.2% | -0.3% |
| YTD | +21.9% | -19.8% | +41.7% | +22.8% |
| 1Y | +21.7% | -22.7% | +44.4% | +22.8% |
| 3Y | +58.5% | -38.3% | +96.8% | +60.5% |
| 5Y | +22.4% | -63.0% | +85.4% | +26.6% |
| All | +67.7% | +61.4% | +6.3% | +51.4% |
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