+372.4%
VZ vs AEE
+813.9%
-441.5%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.1% | -0.9% | -0.9% |
| 7D | +0.1% | +0.3% | -0.2% | -0.1% |
| 30D | +7.9% | -2.3% | +10.2% | +8.9% |
| 3M | +13.6% | +0.2% | +13.4% | +13.5% |
| 6M | +1.1% | -4.7% | +5.8% | +3.0% |
| YTD | +29.3% | +8.1% | +21.2% | +24.9% |
| 1Y | +21.2% | +8.5% | +12.7% | +16.8% |
| 3Y | +75.9% | +48.9% | +27.0% | +47.2% |
| 5Y | +24.1% | +39.9% | -15.8% | +5.5% |
| 10Y | +62.4% | +186.5% | -124.1% | -1.9% |
| All | +372.4% | +813.9% | -441.5% | +65.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling