+55.9%
VZ vs ADM
+6.1%
+49.8%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ADM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.7% | -0.2% | -0.8% |
| 7D | +2.1% | -9.0% | +11.2% | +3.4% |
| 30D | +1.4% | -14.0% | +15.4% | +3.5% |
| 3M | -1.3% | -9.2% | +7.9% | 0.0% |
| 6M | -0.5% | -9.2% | +8.6% | +0.6% |
| YTD | +19.6% | +24.2% | -4.6% | +16.0% |
| 1Y | +22.4% | +27.0% | -4.6% | +18.3% |
| 3Y | +55.9% | +6.6% | +49.3% | +47.7% |
| All | +55.9% | +6.1% | +49.8% | +47.7% |
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