+20.2%
VZ vs APTV
-77.0%
+97.2%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -3.5% | +2.5% | -0.7% |
| 7D | +2.1% | -10.2% | +12.4% | +2.7% |
| 30D | +1.4% | -10.8% | +12.2% | +2.0% |
| 3M | -1.3% | -14.8% | +13.6% | -0.5% |
| 6M | -0.5% | -30.6% | +30.0% | +1.2% |
| YTD | +19.6% | -48.2% | +67.8% | +23.4% |
| 1Y | +22.4% | -52.0% | +74.3% | +26.8% |
| 3Y | +55.9% | -47.0% | +102.9% | +59.0% |
| All | +20.2% | -77.0% | +97.2% | +26.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling