+73.3%
VZ vs APD
+191.6%
-118.3%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.3% | -0.4% | -0.2% |
| 7D | +0.9% | +2.2% | -1.2% | +0.4% |
| 30D | +6.9% | +9.4% | -2.5% | +4.6% |
| 3M | +0.6% | +4.7% | -4.0% | -0.6% |
| 6M | +0.3% | +5.5% | -5.2% | -1.3% |
| YTD | +21.9% | +31.4% | -9.5% | +13.2% |
| 1Y | +21.7% | +24.1% | -2.4% | +14.4% |
| 3Y | +58.5% | +28.8% | +29.7% | +45.2% |
| 5Y | +22.4% | +15.8% | +6.7% | +13.6% |
| All | +73.3% | +191.6% | -118.3% | +25.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling