+908.7%
VZ vs AEM
+3,304.9%
-2,396.2%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.3% | -2.3% | -1.0% |
| 7D | +2.1% | +15.8% | -13.7% | +1.9% |
| 30D | +1.4% | +6.2% | -4.8% | +1.3% |
| 3M | -1.3% | +14.3% | -15.6% | -1.5% |
| 6M | -0.5% | +1.4% | -1.9% | -0.6% |
| YTD | +19.6% | +13.7% | +5.9% | +19.1% |
| 1Y | +22.4% | +21.3% | +1.1% | +21.7% |
| 3Y | +55.9% | +309.9% | -254.0% | +51.7% |
| 5Y | +20.4% | +301.0% | -280.6% | +17.0% |
| 10Y | +66.9% | +344.0% | -277.1% | +61.5% |
| All | +908.7% | +3,304.9% | -2,396.2% | +936.5% |
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