+22.4%
VZ vs ADI
+142.4%
-119.9%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ADI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.1% | -0.2% | -0.1% |
| 7D | +0.9% | +13.4% | -12.4% | +0.7% |
| 30D | +6.9% | -1.3% | +8.2% | +6.9% |
| 3M | +0.6% | +6.8% | -6.2% | +0.4% |
| 6M | +0.3% | -1.9% | +2.2% | +0.2% |
| YTD | +21.9% | +52.3% | -30.4% | +18.7% |
| 1Y | +21.7% | +71.6% | -50.0% | +17.5% |
| 3Y | +58.5% | +148.9% | -90.4% | +46.4% |
| 5Y | +22.4% | +140.8% | -118.3% | +7.0% |
| All | +22.4% | +142.4% | -119.9% | +7.0% |
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