+65.5%
VZ vs AEE
+205.5%
-140.0%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.0% | -0.2% | +0.4% |
| 7D | +2.2% | +2.3% | -0.1% | +1.3% |
| 30D | +10.6% | +11.6% | -1.0% | +5.9% |
| 3M | -0.6% | +5.5% | -6.1% | -2.8% |
| 6M | +0.7% | +6.0% | -5.3% | -1.7% |
| YTD | +20.6% | +16.6% | +4.0% | +13.3% |
| 1Y | +22.7% | +12.1% | +10.7% | +17.0% |
| 3Y | +57.2% | +64.2% | -7.0% | +28.0% |
| 5Y | +21.4% | +59.1% | -37.7% | -0.8% |
| 10Y | +65.5% | +210.2% | -144.7% | +0.9% |
| All | +65.5% | +205.5% | -140.0% | +0.9% |
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