+887.9%
APP vs VZ
+58.2%
+829.8%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -0.4% | +4.3% | +3.7% |
| 7D | +4.6% | +1.5% | +3.1% | +5.2% |
| 30D | +56.0% | +4.4% | +51.7% | +59.2% |
| 3M | +30.8% | -2.4% | +33.2% | +29.9% |
| 6M | -9.8% | +1.4% | -11.2% | -7.7% |
| YTD | -39.3% | +21.4% | -60.7% | -31.2% |
| 1Y | -26.4% | +20.3% | -46.7% | -16.7% |
| 3Y | +887.9% | +57.4% | +830.6% | +1,078.4% |
| All | +887.9% | +58.2% | +829.8% | +1,078.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling