+21.2%
VZ vs ADM
+23.4%
-2.2%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ADM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.8% | +1.3% | +0.7% |
| 7D | +2.4% | -1.8% | +4.2% | +2.6% |
| 30D | +11.2% | -13.3% | +24.4% | +13.4% |
| 3M | 0.0% | -13.4% | +13.4% | +2.0% |
| 6M | +1.3% | -9.6% | +10.9% | +2.6% |
| YTD | +21.3% | +23.0% | -1.8% | +17.4% |
| 1Y | +23.9% | +27.4% | -3.4% | +19.3% |
| 3Y | +57.7% | +5.7% | +52.0% | +52.2% |
| 5Y | +21.2% | +22.1% | -0.9% | +14.3% |
| All | +21.2% | +23.4% | -2.2% | +14.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling