+65.5%
VZ vs AAL
-64.0%
+129.5%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +7.4% | -6.6% | +0.5% |
| 7D | +2.2% | +8.3% | -6.0% | +1.9% |
| 30D | +10.6% | +11.0% | -0.4% | +10.0% |
| 3M | -0.6% | -11.2% | +10.6% | -0.2% |
| 6M | +0.7% | +6.1% | -5.3% | +0.2% |
| YTD | +20.6% | -7.6% | +28.2% | +20.5% |
| 1Y | +22.7% | +3.7% | +19.0% | +21.9% |
| 3Y | +57.2% | +20.5% | +36.7% | +53.0% |
| 5Y | +21.4% | -36.4% | +57.8% | +20.7% |
| 10Y | +65.5% | -65.4% | +130.9% | +59.9% |
| All | +65.5% | -64.0% | +129.5% | +59.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AAL.
Daily Out/Under-Performance
Portfolio return minus AAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AAL 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 AAL 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