+78.8%
VZ vs ADP
+16.9%
+61.9%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ADP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.1% | +1.2% | -0.5% |
| 7D | +0.1% | -3.4% | +3.5% | +0.7% |
| 30D | +7.9% | +2.8% | +5.1% | +7.4% |
| 3M | +13.6% | +20.9% | -7.3% | +10.2% |
| 6M | +1.1% | +29.9% | -28.8% | -3.1% |
| YTD | +29.3% | +9.6% | +19.6% | +28.8% |
| 1Y | +21.2% | -5.3% | +26.5% | +25.5% |
| All | +78.8% | +16.9% | +61.9% | +76.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling