+918.2%
VZ vs APD
+6,285.2%
-5,367.0%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.9% | +2.8% | +0.6% |
| 7D | +5.6% | -0.7% | +6.4% | +5.8% |
| 30D | +1.9% | +10.1% | -8.3% | -0.6% |
| 3M | +0.8% | +4.9% | -4.1% | -0.5% |
| 6M | +0.6% | +2.5% | -1.8% | -0.4% |
| YTD | +20.8% | +27.8% | -7.0% | +12.8% |
| 1Y | +23.9% | +32.9% | -8.9% | +14.3% |
| 3Y | +55.7% | +13.4% | +42.3% | +46.8% |
| 5Y | +21.5% | +12.8% | +8.7% | +13.3% |
| 10Y | +68.5% | +194.6% | -126.1% | +18.5% |
| All | +918.2% | +6,285.2% | -5,367.0% | +173.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling