+23.9%
VZ vs ADI
+71.7%
-47.8%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ADI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.3% | +0.9% | +0.5% |
| 7D | +2.4% | -6.3% | +8.7% | +1.5% |
| 30D | +11.2% | -3.2% | +14.4% | +10.9% |
| 3M | 0.0% | +2.8% | -2.8% | +0.5% |
| 6M | +1.3% | -5.0% | +6.3% | +1.4% |
| YTD | +21.3% | +46.3% | -25.1% | +22.9% |
| 1Y | +23.9% | +71.6% | -47.7% | +22.7% |
| All | +23.9% | +71.7% | -47.8% | +22.7% |
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