+65.5%
VZ vs APA
0.0%
+65.5%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +2.6% | -3.6% | -1.0% |
| 7D | +2.1% | -15.5% | +17.7% | +2.9% |
| 30D | +1.4% | +2.4% | -1.0% | +1.2% |
| 3M | -1.3% | +22.8% | -24.1% | -2.2% |
| 6M | -0.5% | +17.9% | -18.5% | -1.4% |
| YTD | +19.6% | +87.7% | -68.0% | +16.1% |
| 1Y | +22.4% | +94.2% | -71.8% | +18.5% |
| 3Y | +55.9% | +27.2% | +28.7% | +52.5% |
| 5Y | +20.4% | +74.1% | -53.7% | +15.2% |
| All | +65.5% | 0.0% | +65.5% | +56.3% |
Cumulative growth
Daily Returns
Daily percentage return beside APA.
Daily Out/Under-Performance
Portfolio return minus APA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APA 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 APA 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