+61.1%
VZ vs APTV
-19.3%
+80.3%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -4.6% | +5.2% | +0.9% |
| 7D | +0.2% | +2.0% | -1.7% | 0.0% |
| 30D | +7.1% | -7.7% | +14.8% | +7.8% |
| 3M | +12.8% | -34.0% | +46.8% | +16.5% |
| 6M | +1.8% | -37.1% | +38.9% | +5.2% |
| YTD | +30.0% | -39.9% | +69.9% | +34.5% |
| 1Y | +24.3% | -44.4% | +68.8% | +29.5% |
| 3Y | +84.3% | -54.5% | +138.8% | +93.6% |
| 5Y | +25.9% | -69.1% | +95.0% | +35.3% |
| 10Y | +61.1% | -20.0% | +81.1% | +56.9% |
| All | +61.1% | -19.3% | +80.3% | +56.9% |
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