+21.5%
VZ vs APD
+15.3%
+6.3%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.9% | +2.8% | +0.5% |
| 7D | +5.6% | -0.7% | +6.4% | +5.8% |
| 30D | +1.9% | +10.1% | -8.3% | 0.0% |
| 3M | +0.8% | +4.9% | -4.1% | -0.2% |
| 6M | +0.6% | +2.5% | -1.8% | 0.0% |
| YTD | +20.8% | +27.8% | -7.0% | +14.5% |
| 1Y | +23.9% | +32.9% | -8.9% | +16.3% |
| 3Y | +55.7% | +13.4% | +42.3% | +49.1% |
| 5Y | +21.5% | +12.8% | +8.7% | +14.2% |
| All | +21.5% | +15.3% | +6.3% | +14.2% |
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