+78.8%
VZ vs APTV
-53.8%
+132.6%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +3.1% | -3.9% | -1.0% |
| 7D | +0.1% | +4.8% | -4.7% | -0.1% |
| 30D | +7.9% | +2.0% | +5.9% | +7.8% |
| 3M | +13.6% | -34.2% | +47.9% | +14.7% |
| 6M | +1.1% | -34.7% | +35.8% | +2.0% |
| YTD | +29.3% | -37.0% | +66.3% | +30.2% |
| 1Y | +21.2% | -40.4% | +61.6% | +22.4% |
| All | +78.8% | -53.8% | +132.6% | +88.9% |
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 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