+57.4%
VZ vs AEM
+301.1%
-243.7%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | 0.0% | -0.4% | -0.4% |
| 7D | +1.5% | -6.8% | +8.3% | +1.4% |
| 30D | +4.4% | +0.8% | +3.6% | +4.3% |
| 3M | -2.4% | -0.8% | -1.5% | -2.5% |
| 6M | +1.4% | -8.5% | +9.9% | +1.7% |
| YTD | +21.4% | +5.9% | +15.5% | +19.3% |
| 1Y | +20.3% | +6.6% | +13.7% | +18.1% |
| 3Y | +57.4% | +302.2% | -244.8% | +26.9% |
| All | +57.4% | +301.1% | -243.7% | +26.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling