+57.4%
VZ vs APTV
-48.7%
+106.1%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.2% | -0.3% | -0.4% |
| 7D | +1.5% | -1.7% | +3.2% | +1.5% |
| 30D | +4.4% | -11.6% | +16.0% | +4.6% |
| 3M | -2.4% | -21.2% | +18.8% | -1.9% |
| 6M | +1.4% | -28.5% | +29.9% | +2.0% |
| YTD | +21.4% | -49.1% | +70.5% | +22.3% |
| 1Y | +20.3% | -52.2% | +72.5% | +21.4% |
| 3Y | +57.4% | -48.6% | +106.0% | +59.1% |
| All | +57.4% | -48.7% | +106.1% | +59.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling