+20.2%
VZ vs APD
+11.0%
+9.2%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.5% | +0.6% | -0.6% |
| 7D | +2.1% | -3.7% | +5.8% | +2.9% |
| 30D | +1.4% | +9.6% | -8.2% | -0.4% |
| 3M | -1.3% | +1.6% | -2.9% | -1.6% |
| 6M | -0.5% | +2.2% | -2.7% | -1.1% |
| YTD | +19.6% | +25.9% | -6.2% | +13.7% |
| 1Y | +22.4% | +20.1% | +2.2% | +17.3% |
| 3Y | +55.9% | +12.4% | +43.5% | +49.5% |
| All | +20.2% | +11.0% | +9.2% | +13.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling