+57.3%
VZ vs APH
+244.7%
-187.4%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -9.3% | +9.2% | -1.4% |
| 7D | +5.6% | -12.7% | +18.4% | +3.8% |
| 30D | +1.9% | -19.2% | +21.0% | -0.7% |
| 3M | +0.8% | -16.7% | +17.5% | -1.2% |
| 6M | +0.6% | +5.1% | -4.5% | +1.4% |
| YTD | +20.8% | +6.6% | +14.2% | +22.5% |
| 1Y | +23.9% | +3.9% | +20.0% | +25.6% |
| All | +57.3% | +244.7% | -187.4% | +77.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling