+71.6%
VZ vs AAL
-65.3%
+136.9%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.1% | +0.7% | +0.6% |
| 7D | +0.9% | +3.4% | -2.5% | +0.8% |
| 30D | +8.9% | +11.7% | -2.8% | +8.4% |
| 3M | +0.1% | -7.8% | +7.9% | +0.4% |
| 6M | +1.9% | +10.2% | -8.3% | +1.2% |
| YTD | +22.0% | -8.0% | +30.0% | +21.9% |
| 1Y | +22.1% | +8.5% | +13.6% | +21.0% |
| 3Y | +58.7% | +19.5% | +39.2% | +54.4% |
| 5Y | +22.3% | -33.9% | +56.2% | +21.4% |
| 10Y | +71.6% | -66.0% | +137.6% | +70.1% |
| All | +71.6% | -65.3% | +136.9% | +70.1% |
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