+65.5%
VZ vs ADI
+577.6%
-512.0%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ADI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.7% | -1.6% | -1.0% |
| 7D | +2.1% | -12.8% | +15.0% | +3.2% |
| 30D | +1.4% | -11.3% | +12.7% | +2.2% |
| 3M | -1.3% | -3.4% | +2.1% | -1.3% |
| 6M | -0.5% | -12.0% | +11.5% | -0.1% |
| YTD | +19.6% | +35.3% | -15.6% | +14.5% |
| 1Y | +22.4% | +58.1% | -35.7% | +15.0% |
| 3Y | +55.9% | +127.4% | -71.5% | +37.2% |
| 5Y | +20.4% | +114.6% | -94.2% | +5.4% |
| All | +65.5% | +577.6% | -512.0% | +17.8% |
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