+1,119.6%
VZ vs APH
+61,451.9%
-60,332.3%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -47.8% | +48.0% | +6.6% |
| 7D | +1.4% | -48.7% | +50.1% | +8.1% |
| 30D | +7.9% | -51.9% | +59.8% | +16.0% |
| 3M | +13.6% | -43.6% | +57.2% | +18.7% |
| 6M | +1.1% | -37.5% | +38.6% | +3.6% |
| YTD | +29.3% | -38.6% | +67.9% | +31.9% |
| 1Y | +21.2% | -26.3% | +47.6% | +19.8% |
| 3Y | +75.9% | +89.2% | -13.3% | +46.9% |
| 5Y | +24.1% | +119.8% | -95.7% | +0.3% |
| 10Y | +62.4% | +454.3% | -391.9% | +11.6% |
| All | +1,119.6% | +61,451.9% | -60,332.3% | +469.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling