+21.5%
VZ vs APH
+274.6%
-253.1%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -9.3% | +9.2% | -0.6% |
| 7D | +5.6% | -12.7% | +18.4% | +4.9% |
| 30D | +1.9% | -19.2% | +21.0% | +0.8% |
| 3M | +0.8% | -16.7% | +17.5% | 0.0% |
| 6M | +0.6% | +5.1% | -4.5% | +0.4% |
| YTD | +20.8% | +6.6% | +14.2% | +20.3% |
| 1Y | +23.9% | +3.9% | +20.0% | +23.5% |
| 3Y | +55.7% | +246.0% | -190.3% | +37.1% |
| 5Y | +21.5% | +268.0% | -246.4% | +1.5% |
| All | +21.5% | +274.6% | -253.1% | +1.5% |
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 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