+25.2%
VZ vs APD
+36.4%
-11.1%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +1.9% | +0.2% | +1.7% |
| 7D | +6.9% | +3.8% | +3.1% | +6.2% |
| 30D | +2.3% | +14.1% | -11.8% | -0.1% |
| 3M | 0.0% | +8.2% | -8.2% | -1.3% |
| 6M | +0.2% | +7.5% | -7.3% | -0.4% |
| YTD | +20.9% | +31.7% | -10.8% | +13.2% |
| 1Y | +25.2% | +35.1% | -9.8% | +16.8% |
| All | +25.2% | +36.4% | -11.1% | +16.8% |
Cumulative growth
Daily Returns
Daily percentage return beside APD.
Daily Out/Under-Performance
Portfolio return minus APD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APD 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 1y: compounded portfolio wealth divided by compounded APD 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…
1y analysis · Full analysis span regression · 6 months rolling