+619.8%
VZ vs AEIS
+2,566.8%
-1,947.0%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +2.4% | -3.3% | -1.1% |
| 7D | +0.1% | +3.0% | -2.9% | -0.2% |
| 30D | +7.9% | -14.6% | +22.5% | +9.1% |
| 3M | +13.6% | -12.4% | +26.1% | +13.9% |
| 6M | +1.1% | -15.0% | +16.1% | +1.1% |
| YTD | +29.3% | +34.3% | -5.0% | +24.1% |
| 1Y | +21.2% | +87.4% | -66.1% | +12.8% |
| 3Y | +75.9% | +139.8% | -63.9% | +57.6% |
| 5Y | +24.1% | +220.7% | -196.7% | +7.0% |
| 10Y | +62.4% | +531.6% | -469.2% | +25.9% |
| All | +619.8% | +2,566.8% | -1,947.0% | +333.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling