+990.1%
VZ vs ADI
+36,130.1%
-35,140.1%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ADI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.6% | -2.5% | -1.1% |
| 7D | +0.1% | +0.4% | -0.4% | 0.0% |
| 30D | +7.9% | -3.8% | +11.7% | +8.3% |
| 3M | +13.6% | -15.3% | +28.9% | +15.3% |
| 6M | +1.1% | +6.7% | -5.6% | -0.3% |
| YTD | +29.3% | +34.8% | -5.5% | +23.9% |
| 1Y | +21.2% | +49.0% | -27.8% | +14.7% |
| 3Y | +75.9% | +108.1% | -32.2% | +57.6% |
| 5Y | +24.1% | +142.4% | -118.3% | +8.0% |
| 10Y | +62.4% | +589.9% | -527.5% | +21.8% |
| All | +990.1% | +36,130.1% | -35,140.1% | +391.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling