+20.2%
VZ vs APH
+280.5%
-260.3%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +4.1% | -5.1% | -0.7% |
| 7D | +2.1% | -5.9% | +8.1% | +1.8% |
| 30D | +1.4% | -14.8% | +16.2% | +0.7% |
| 3M | -1.3% | -12.4% | +11.2% | -1.8% |
| 6M | -0.5% | +8.1% | -8.6% | -0.6% |
| YTD | +19.6% | +10.9% | +8.7% | +19.4% |
| 1Y | +22.4% | +8.8% | +13.6% | +22.2% |
| 3Y | +55.9% | +262.1% | -206.2% | +37.4% |
| All | +20.2% | +280.5% | -260.3% | +0.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling