+65.5%
VZ vs APD
+185.9%
-120.3%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.5% | +0.6% | -0.6% |
| 7D | +2.1% | -3.7% | +5.8% | +3.1% |
| 30D | +1.4% | +9.6% | -8.2% | -0.9% |
| 3M | -1.3% | +1.6% | -2.9% | -1.7% |
| 6M | -0.5% | +2.2% | -2.7% | -1.4% |
| YTD | +19.6% | +25.9% | -6.2% | +12.3% |
| 1Y | +22.4% | +20.1% | +2.2% | +16.0% |
| 3Y | +55.9% | +12.4% | +43.5% | +47.6% |
| 5Y | +20.4% | +11.1% | +9.3% | +12.9% |
| All | +65.5% | +185.9% | -120.3% | +24.0% |
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