+55.9%
VZ vs FTI
+191.5%
-135.6%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +3.1% | -4.1% | -0.9% |
| 7D | +2.1% | -7.6% | +9.8% | +2.1% |
| 30D | +1.4% | -7.1% | +8.5% | +1.3% |
| 3M | -1.3% | -8.7% | +7.4% | -1.3% |
| 6M | -0.5% | -14.0% | +13.5% | -0.7% |
| YTD | +19.6% | +42.8% | -23.2% | +20.0% |
| 1Y | +22.4% | +50.4% | -28.0% | +22.8% |
| 3Y | +55.9% | +194.1% | -138.2% | +57.7% |
| All | +55.9% | +191.5% | -135.6% | +57.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling