+78.8%
VZ vs ADM
+17.6%
+61.2%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ADM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.3% | -1.2% | -0.9% |
| 7D | +0.1% | +3.8% | -3.7% | -0.4% |
| 30D | +7.9% | +9.8% | -1.9% | +6.7% |
| 3M | +13.6% | +2.1% | +11.5% | +13.2% |
| 6M | +1.1% | +27.5% | -26.4% | -2.1% |
| YTD | +29.3% | +50.2% | -20.9% | +22.7% |
| 1Y | +21.2% | +40.6% | -19.3% | +15.8% |
| All | +78.8% | +17.6% | +61.2% | +66.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling