+21.8%
VZ vs AEE
+56.4%
-34.6%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.1% | -1.5% | -0.9% |
| 7D | +1.5% | +1.7% | -0.2% | +0.8% |
| 30D | +4.4% | +9.7% | -5.4% | +0.5% |
| 3M | -2.4% | +5.9% | -8.3% | -4.7% |
| 6M | +1.4% | +6.7% | -5.3% | -1.3% |
| YTD | +21.4% | +17.4% | +4.0% | +13.7% |
| 1Y | +20.3% | +12.7% | +7.6% | +14.4% |
| 3Y | +57.4% | +68.2% | -10.8% | +26.8% |
| All | +21.8% | +56.4% | -34.6% | +0.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling