+22.4%
VZ vs APH
+7.8%
+14.6%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +4.1% | -5.1% | -0.2% |
| 7D | +2.1% | -5.9% | +8.1% | +1.2% |
| 30D | +1.4% | -14.8% | +16.2% | -0.9% |
| 3M | -1.3% | -12.4% | +11.2% | -2.9% |
| 6M | -0.5% | +8.1% | -8.6% | +0.4% |
| YTD | +19.6% | +10.9% | +8.7% | +22.8% |
| 1Y | +22.4% | +8.8% | +13.6% | +25.7% |
| All | +22.4% | +7.8% | +14.6% | +25.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling