+65.5%
VZ vs ADI
+652.5%
-587.0%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ADI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +8.6% | -7.7% | +0.1% |
| 7D | +2.2% | -4.4% | +6.6% | +2.5% |
| 30D | +10.6% | -2.8% | +13.4% | +10.6% |
| 3M | -0.6% | +1.5% | -2.1% | -1.0% |
| 6M | +0.7% | -4.7% | +5.4% | +0.5% |
| YTD | +20.6% | +46.8% | -26.2% | +14.6% |
| 1Y | +22.7% | +74.9% | -52.2% | +14.3% |
| 3Y | +57.2% | +147.4% | -90.2% | +37.4% |
| 5Y | +21.4% | +131.9% | -110.5% | +5.6% |
| 10Y | +65.5% | +630.6% | -565.1% | +16.9% |
| All | +65.5% | +652.5% | -587.0% | +16.9% |
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