+22.1%
VZ vs AEM
+11.3%
+10.9%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -2.4% | +3.0% | +0.4% |
| 7D | +0.9% | +1.4% | -0.4% | +1.1% |
| 30D | +8.9% | -1.2% | +10.1% | +8.9% |
| 3M | +0.1% | +2.5% | -2.4% | +0.7% |
| 6M | +1.9% | -5.1% | +7.0% | +2.0% |
| YTD | +22.0% | +10.4% | +11.6% | +21.2% |
| 1Y | +22.1% | +11.8% | +10.3% | +21.2% |
| All | +22.1% | +11.3% | +10.9% | +21.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AEM.
Daily Out/Under-Performance
Portfolio return minus AEM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEM 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 1y: compounded portfolio wealth divided by compounded AEM 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…
1y analysis · Full analysis span regression · 6 months rolling