+168.6%
VZ vs APTV
+142.3%
+26.4%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -3.5% | +2.5% | -0.6% |
| 7D | +2.1% | -10.2% | +12.4% | +3.1% |
| 30D | +1.4% | -10.8% | +12.2% | +2.4% |
| 3M | -1.3% | -14.8% | +13.6% | +0.1% |
| 6M | -0.5% | -30.6% | +30.0% | +2.4% |
| YTD | +19.6% | -48.2% | +67.8% | +26.2% |
| 1Y | +22.4% | -52.0% | +74.3% | +30.0% |
| 3Y | +55.9% | -47.0% | +102.9% | +61.5% |
| 5Y | +20.4% | -77.5% | +97.9% | +35.2% |
| 10Y | +66.9% | -27.0% | +93.8% | +53.5% |
| All | +168.6% | +142.3% | +26.4% | +101.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling