+71.6%
VZ vs ADP
+319.4%
-247.8%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ADP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.3% | +0.3% | +0.5% |
| 7D | +0.9% | +0.9% | 0.0% | +0.7% |
| 30D | +8.9% | +11.9% | -3.0% | +5.5% |
| 3M | +0.1% | +13.7% | -13.6% | -3.5% |
| 6M | +1.9% | +46.8% | -44.9% | -8.8% |
| YTD | +22.0% | +21.8% | +0.3% | +14.7% |
| 1Y | +22.1% | +23.5% | -1.4% | +14.3% |
| 3Y | +58.7% | +44.1% | +14.6% | +40.8% |
| 5Y | +22.3% | +49.9% | -27.6% | +5.4% |
| 10Y | +71.6% | +318.8% | -247.1% | -1.9% |
| All | +71.6% | +319.4% | -247.8% | -1.9% |
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