+65.5%
VZ vs FTI
+185.2%
-119.7%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.7% | +0.1% | +0.8% |
| 7D | +2.2% | -4.3% | +6.6% | +2.5% |
| 30D | +10.6% | -8.0% | +18.6% | +11.1% |
| 3M | -0.6% | -8.0% | +7.4% | -0.2% |
| 6M | +0.7% | -8.7% | +9.4% | +1.1% |
| YTD | +20.6% | +43.9% | -23.3% | +17.2% |
| 1Y | +22.7% | +49.8% | -27.1% | +18.9% |
| 3Y | +57.2% | +211.7% | -154.5% | +42.8% |
| 5Y | +21.4% | +781.6% | -760.2% | -0.2% |
| 10Y | +65.5% | +180.2% | -114.7% | +39.2% |
| All | +65.5% | +185.2% | -119.7% | +39.2% |
Cumulative growth
Daily Returns
Daily percentage return beside FTI.
Daily Out/Under-Performance
Portfolio return minus FTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FTI 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 FTI 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