+22.1%
VZ vs ADI
+78.9%
-56.8%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ADI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +4.0% | -3.4% | +1.1% |
| 7D | +0.9% | +0.7% | +0.2% | +1.0% |
| 30D | +8.9% | +0.7% | +8.2% | +9.2% |
| 3M | +0.1% | +6.5% | -6.4% | +1.1% |
| 6M | +1.9% | -2.7% | +4.6% | +2.5% |
| YTD | +22.0% | +52.2% | -30.2% | +24.2% |
| 1Y | +22.1% | +77.5% | -55.3% | +21.5% |
| All | +22.1% | +78.9% | -56.8% | +21.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling