+70.6%
VZ vs ADI
+625.4%
-554.8%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ADI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.3% | +0.9% | +0.6% |
| 7D | +2.4% | -6.3% | +8.7% | +2.8% |
| 30D | +11.2% | -3.2% | +14.4% | +11.3% |
| 3M | 0.0% | +2.8% | -2.8% | -0.5% |
| 6M | +1.3% | -5.0% | +6.3% | +1.1% |
| YTD | +21.3% | +46.3% | -25.1% | +15.3% |
| 1Y | +23.9% | +71.6% | -47.7% | +15.6% |
| 3Y | +57.7% | +139.2% | -81.5% | +38.5% |
| 5Y | +21.2% | +136.4% | -115.2% | +5.1% |
| 10Y | +70.6% | +636.2% | -565.7% | +21.9% |
| All | +70.6% | +625.4% | -554.8% | +21.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ADI.
Daily Out/Under-Performance
Portfolio return minus ADI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ADI 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 ADI 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