+25.5%
VZ vs APA
+156.4%
-130.9%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -3.2% | +2.3% | -0.7% |
| 7D | +0.1% | +0.5% | -0.5% | 0.0% |
| 30D | +7.9% | +23.4% | -15.5% | +6.7% |
| 3M | +13.6% | +12.7% | +1.0% | +12.8% |
| 6M | +1.1% | +39.4% | -38.3% | -0.8% |
| YTD | +29.3% | +79.0% | -49.7% | +25.3% |
| 1Y | +21.2% | +88.8% | -67.6% | +17.0% |
| 3Y | +75.9% | +6.4% | +69.5% | +74.4% |
| All | +25.5% | +156.4% | -130.9% | +18.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling