+71.6%
VZ vs APTV
-26.5%
+98.1%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.4% | +1.0% | +0.7% |
| 7D | +0.9% | -8.9% | +9.8% | +1.7% |
| 30D | +8.9% | -9.5% | +18.4% | +9.7% |
| 3M | +0.1% | -20.6% | +20.7% | +1.9% |
| 6M | +1.9% | -28.9% | +30.8% | +4.2% |
| YTD | +22.0% | -48.2% | +70.2% | +27.7% |
| 1Y | +22.1% | -51.7% | +73.8% | +28.5% |
| 3Y | +58.7% | -48.1% | +106.8% | +63.9% |
| 5Y | +22.3% | -76.7% | +99.0% | +34.8% |
| 10Y | +71.6% | -25.6% | +97.3% | +71.6% |
| All | +71.6% | -26.5% | +98.1% | +71.6% |
Cumulative growth
Daily Returns
Daily percentage return beside APTV.
Daily Out/Under-Performance
Portfolio return minus APTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APTV 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 10y: compounded portfolio wealth divided by compounded APTV 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…
10y analysis · Full analysis span regression · 6 months rolling