+73.3%
VZ vs FTV
+109.0%
-35.7%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.1% | 0.0% | -0.1% |
| 7D | +0.9% | +3.7% | -2.8% | +0.3% |
| 30D | +6.9% | +16.8% | -9.9% | +4.2% |
| 3M | +0.6% | +10.4% | -9.8% | -1.1% |
| 6M | +0.3% | +12.8% | -12.5% | -1.9% |
| YTD | +21.9% | +23.3% | -1.4% | +17.0% |
| 1Y | +21.7% | +31.0% | -9.3% | +15.5% |
| 3Y | +58.5% | +38.6% | +19.9% | +46.8% |
| 5Y | +22.4% | +17.6% | +4.9% | +15.8% |
| All | +73.3% | +109.0% | -35.7% | +40.1% |
Cumulative growth
Daily Returns
Daily percentage return beside FTV.
Daily Out/Under-Performance
Portfolio return minus FTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FTV 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 FTV 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