+20.2%
VZ vs ADI
+115.4%
-95.2%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ADI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.7% | -1.6% | -0.9% |
| 7D | +2.1% | -12.8% | +15.0% | +2.4% |
| 30D | +1.4% | -11.3% | +12.7% | +1.5% |
| 3M | -1.3% | -3.4% | +2.1% | -1.3% |
| 6M | -0.5% | -12.0% | +11.5% | -0.4% |
| YTD | +19.6% | +35.3% | -15.6% | +16.7% |
| 1Y | +22.4% | +58.1% | -35.7% | +18.2% |
| 3Y | +55.9% | +127.4% | -71.5% | +43.9% |
| All | +20.2% | +115.4% | -95.2% | +5.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling