+8,164.6%
AMD vs VZ
+71.6%
+8,093.0%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +0.6% | +6.7% | +7.3% |
| 7D | +13.1% | +0.9% | +12.2% | +13.1% |
| 30D | -7.0% | +8.9% | -15.9% | -7.5% |
| 3M | +16.6% | +0.1% | +16.5% | +16.5% |
| 6M | +20.5% | +1.9% | +18.6% | +20.1% |
| YTD | +158.2% | +22.0% | +136.1% | +148.8% |
| 1Y | +132.8% | +22.1% | +110.7% | +124.1% |
| 3Y | +366.2% | +58.7% | +307.6% | +303.3% |
| 5Y | +278.7% | +22.3% | +256.4% | +256.4% |
| 10Y | +8,164.6% | +71.6% | +8,092.9% | +7,580.6% |
| All | +8,164.6% | +71.6% | +8,093.0% | +7,580.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VZ.
Daily Out/Under-Performance
Portfolio return minus VZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VZ 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 10y: compounded portfolio wealth divided by compounded VZ 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…
10y analysis · Full analysis span regression · 6 months rolling