+376.9%
VZ vs AAL
-33.6%
+410.5%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.9% | -2.9% | -1.1% |
| 7D | +2.1% | +4.6% | -2.5% | +1.8% |
| 30D | +1.4% | +2.6% | -1.2% | +1.1% |
| 3M | -1.3% | -17.8% | +16.5% | +0.1% |
| 6M | -0.5% | +1.9% | -2.4% | -1.1% |
| YTD | +19.6% | -14.0% | +33.7% | +20.1% |
| 1Y | +22.4% | +0.2% | +22.1% | +21.2% |
| 3Y | +55.9% | +13.0% | +42.8% | +49.7% |
| 5Y | +20.4% | -39.6% | +60.0% | +19.7% |
| 10Y | +66.9% | -65.7% | +132.6% | +63.6% |
| All | +376.9% | -33.6% | +410.5% | +226.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling