+25.5%
VZ vs AEP
+65.1%
-39.6%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.2% | -0.7% | -0.8% |
| 7D | +0.1% | +1.8% | -1.7% | -0.7% |
| 30D | +7.9% | -0.8% | +8.7% | +8.2% |
| 3M | +13.6% | -1.8% | +15.5% | +14.5% |
| 6M | +1.1% | -5.4% | +6.5% | +3.3% |
| YTD | +29.3% | +10.4% | +18.8% | +23.6% |
| 1Y | +21.2% | +18.2% | +3.1% | +12.2% |
| 3Y | +75.9% | +79.0% | -3.1% | +36.6% |
| All | +25.5% | +65.1% | -39.6% | -1.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AEP.
Daily Out/Under-Performance
Portfolio return minus AEP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEP 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 5y: compounded portfolio wealth divided by compounded AEP 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…
5y analysis · Full analysis span regression · 6 months rolling