+78.8%
VZ vs APA
+5.6%
+73.2%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -3.2% | +2.3% | -0.8% |
| 7D | +0.1% | +0.5% | -0.5% | +0.1% |
| 30D | +7.9% | +23.4% | -15.5% | +7.1% |
| 3M | +13.6% | +12.7% | +1.0% | +13.0% |
| 6M | +1.1% | +39.4% | -38.3% | -0.1% |
| YTD | +29.3% | +79.0% | -49.7% | +26.8% |
| 1Y | +21.2% | +88.8% | -67.6% | +18.7% |
| All | +78.8% | +5.6% | +73.2% | +78.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling