+24.3%
VZ vs APTV
-43.0%
+67.3%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -4.6% | +5.2% | +0.6% |
| 7D | +0.2% | +2.0% | -1.7% | +0.2% |
| 30D | +7.1% | -7.7% | +14.8% | +7.2% |
| 3M | +12.8% | -34.0% | +46.8% | +12.8% |
| 6M | +1.8% | -37.1% | +38.9% | +1.1% |
| YTD | +30.0% | -39.9% | +69.9% | +26.7% |
| 1Y | +24.3% | -44.4% | +68.8% | +21.7% |
| All | +24.3% | -43.0% | +67.3% | +21.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling