-43.0%
APP vs VZ
+25.3%
-68.3%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +0.5% | -3.2% | -2.3% |
| 7D | +0.1% | +0.2% | -0.1% | +0.3% |
| 30D | -10.0% | +7.1% | -17.2% | -5.7% |
| 3M | -44.6% | +12.8% | -57.5% | -38.7% |
| 6M | -37.9% | +1.8% | -39.7% | -36.6% |
| YTD | -53.7% | +30.0% | -83.7% | -40.9% |
| 1Y | -43.0% | +24.3% | -67.3% | -19.2% |
| All | -43.0% | +25.3% | -68.3% | -19.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VZ.
Daily Out/Under-Performance
Portfolio return minus VZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VZ 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 1y: compounded portfolio wealth divided by compounded VZ 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…
1y analysis · Full analysis span regression · 6 months rolling