+73.3%
VZ vs ADP
+319.4%
-246.1%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ADP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.5% | -0.6% | -0.3% |
| 7D | +0.9% | +0.3% | +0.7% | +0.9% |
| 30D | +6.9% | +11.6% | -4.7% | +3.6% |
| 3M | +0.6% | +15.1% | -14.4% | -3.4% |
| 6M | +0.3% | +46.0% | -45.7% | -10.1% |
| YTD | +21.9% | +22.4% | -0.5% | +14.4% |
| 1Y | +21.7% | +24.5% | -2.8% | +13.6% |
| 3Y | +58.5% | +44.8% | +13.7% | +40.4% |
| 5Y | +22.4% | +49.1% | -26.6% | +5.7% |
| All | +73.3% | +319.4% | -246.1% | -1.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ADP.
Daily Out/Under-Performance
Portfolio return minus ADP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ADP 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 ADP 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