+990.1%
VZ vs AEM
+3,538.8%
-2,548.8%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.2% | +0.3% | -0.9% |
| 7D | +0.1% | -0.5% | +0.6% | +0.1% |
| 30D | +7.9% | +24.0% | -16.1% | +7.5% |
| 3M | +13.6% | +16.1% | -2.4% | +13.3% |
| 6M | +1.1% | -11.6% | +12.7% | +1.2% |
| YTD | +29.3% | +21.5% | +7.7% | +28.7% |
| 1Y | +21.2% | +39.2% | -17.9% | +20.3% |
| 3Y | +75.9% | +347.4% | -271.5% | +71.0% |
| 5Y | +24.1% | +290.1% | -266.1% | +20.6% |
| 10Y | +62.4% | +357.8% | -295.4% | +57.0% |
| All | +990.1% | +3,538.8% | -2,548.8% | +1,019.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling