+60.5%
VZ vs APH
+1,060.9%
-1,000.4%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-04 to 2026-09-04.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.9% | -1.8% | -1.0% |
| 7D | +0.1% | +5.0% | -4.9% | -0.3% |
| 30D | +7.9% | -3.9% | +11.8% | +8.2% |
| 3M | +13.6% | +13.0% | +0.7% | +11.8% |
| 6M | +1.1% | +25.2% | -24.1% | -2.0% |
| YTD | +29.3% | +22.9% | +6.4% | +24.6% |
| 1Y | +21.2% | +47.8% | -26.6% | +13.1% |
| 3Y | +75.9% | +283.0% | -207.1% | +31.5% |
| 5Y | +24.1% | +349.7% | -325.6% | -12.3% |
| All | +60.5% | +1,060.9% | -1,000.4% | -18.5% |
Cumulative growth
Daily Returns
Daily percentage return beside APH.
Daily Out/Under-Performance
Portfolio return minus APH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APH 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 2016-09-04 to 2026-09-04: compounded portfolio wealth divided by compounded APH 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…
2016-09-04 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling