+33.2%
VZ vs FOXA
+90.8%
-57.6%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FOXA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -3.4% | +2.5% | -0.4% |
| 7D | +0.1% | -4.0% | +4.0% | +0.6% |
| 30D | +7.9% | +12.0% | -4.1% | +6.2% |
| 3M | +13.6% | +0.3% | +13.4% | +13.2% |
| 6M | +1.1% | +12.5% | -11.4% | -1.1% |
| YTD | +29.3% | -9.6% | +38.9% | +30.4% |
| 1Y | +21.2% | +8.6% | +12.7% | +18.6% |
| 3Y | +75.9% | +118.5% | -42.6% | +51.6% |
| 5Y | +24.1% | +88.8% | -64.7% | +8.4% |
| All | +33.2% | +90.8% | -57.6% | +8.8% |
Cumulative growth
Daily Returns
Daily percentage return beside FOXA.
Daily Out/Under-Performance
Portfolio return minus FOXA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FOXA 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 FOXA 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