+71.6%
VZ vs ADM
+118.6%
-46.9%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ADM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +2.3% | -1.7% | +0.1% |
| 7D | +0.9% | +0.1% | +0.8% | +0.9% |
| 30D | +8.9% | -11.8% | +20.7% | +11.9% |
| 3M | +0.1% | -11.3% | +11.4% | +2.7% |
| 6M | +1.9% | -10.0% | +11.9% | +3.9% |
| YTD | +22.0% | +25.9% | -3.9% | +14.9% |
| 1Y | +22.1% | +26.7% | -4.5% | +14.8% |
| 3Y | +58.7% | +8.1% | +50.5% | +51.1% |
| 5Y | +22.3% | +23.5% | -1.2% | +8.9% |
| 10Y | +71.6% | +128.2% | -56.6% | +22.8% |
| All | +71.6% | +118.6% | -46.9% | +22.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ADM.
Daily Out/Under-Performance
Portfolio return minus ADM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ADM 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 10y: compounded portfolio wealth divided by compounded ADM 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…
10y analysis · Full analysis span regression · 6 months rolling