+71.6%
VZ vs AEE
+216.2%
-144.6%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.4% | +1.0% | +0.8% |
| 7D | +0.9% | +0.2% | +0.8% | +0.9% |
| 30D | +8.9% | +9.7% | -0.8% | +5.0% |
| 3M | +0.1% | +5.8% | -5.7% | -2.2% |
| 6M | +1.9% | +4.5% | -2.5% | +0.1% |
| YTD | +22.0% | +15.8% | +6.2% | +14.9% |
| 1Y | +22.1% | +10.8% | +11.4% | +17.0% |
| 3Y | +58.7% | +62.8% | -4.1% | +29.6% |
| 5Y | +22.3% | +56.1% | -33.8% | +0.8% |
| 10Y | +71.6% | +216.4% | -144.8% | +5.9% |
| All | +71.6% | +216.2% | -144.6% | +5.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AEE.
Daily Out/Under-Performance
Portfolio return minus AEE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEE 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 AEE 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