+65.5%
VZ vs AEIS
+358.4%
-293.0%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +11.3% | -10.5% | +0.5% |
| 7D | +2.2% | +1.0% | +1.3% | +2.1% |
| 30D | +10.6% | -24.0% | +34.6% | +11.3% |
| 3M | -0.6% | -32.5% | +31.9% | +0.3% |
| 6M | +0.7% | -38.6% | +39.3% | +1.7% |
| YTD | +20.6% | +4.8% | +15.8% | +18.1% |
| 1Y | +22.7% | +1.3% | +21.4% | +20.3% |
| 3Y | +57.2% | +159.2% | -102.0% | +43.0% |
| 5Y | +21.4% | +140.8% | -119.4% | +9.8% |
| 10Y | +65.5% | +349.8% | -284.3% | +34.1% |
| All | +65.5% | +358.4% | -293.0% | +34.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AEIS.
Daily Out/Under-Performance
Portfolio return minus AEIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEIS 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 AEIS 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