+57.2%
VZ vs APA
+34.8%
+22.5%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.2% | +1.0% | +0.8% |
| 7D | +2.2% | -8.7% | +11.0% | +2.6% |
| 30D | +10.6% | -2.4% | +13.0% | +10.6% |
| 3M | -0.6% | +19.0% | -19.6% | -1.3% |
| 6M | +0.7% | +26.8% | -26.1% | -0.3% |
| YTD | +20.6% | +87.3% | -66.7% | +18.1% |
| 1Y | +22.7% | +92.3% | -69.6% | +20.1% |
| 3Y | +57.2% | +37.3% | +20.0% | +55.5% |
| All | +57.2% | +34.8% | +22.5% | +55.5% |
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