+20.2%
VZ vs AEIS
+109.5%
-89.3%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +6.1% | -7.0% | -0.8% |
| 7D | +2.1% | -11.3% | +13.4% | +1.8% |
| 30D | +1.4% | -32.6% | +34.0% | +0.5% |
| 3M | -1.3% | -39.2% | +37.9% | -2.2% |
| 6M | -0.5% | -45.4% | +44.8% | -1.4% |
| YTD | +19.6% | -5.8% | +25.5% | +18.1% |
| 1Y | +22.4% | -10.0% | +32.4% | +20.9% |
| 3Y | +55.9% | +121.2% | -65.3% | +48.2% |
| All | +20.2% | +109.5% | -89.3% | +11.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling