+81.4%
VZ vs AEIS
+157.5%
-76.1%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +2.4% | -3.3% | -0.8% |
| 7D | +0.1% | +3.0% | -2.9% | +0.2% |
| 30D | +7.9% | -14.6% | +22.5% | +7.2% |
| 3M | +13.6% | -12.4% | +26.1% | +13.3% |
| 6M | +1.1% | -15.0% | +16.1% | +1.0% |
| YTD | +29.3% | +34.3% | -5.0% | +30.9% |
| 1Y | +21.2% | +87.4% | -66.1% | +23.7% |
| All | +81.4% | +157.5% | -76.1% | +81.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling