+65.5%
VZ vs AMC
-98.7%
+164.3%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.9% | -2.9% | -0.9% |
| 7D | +2.1% | +2.6% | -0.5% | +2.1% |
| 30D | +1.4% | +9.0% | -7.7% | +1.4% |
| 3M | -1.3% | +22.2% | -23.4% | -1.3% |
| 6M | -0.5% | +91.5% | -92.0% | -0.7% |
| YTD | +19.6% | +101.3% | -81.6% | +19.4% |
| 1Y | +22.4% | +20.8% | +1.6% | +22.3% |
| 3Y | +55.9% | -71.3% | +127.2% | +56.1% |
| 5Y | +20.4% | -99.2% | +119.7% | +21.0% |
| All | +65.5% | -98.7% | +164.3% | +67.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AMC.
Daily Out/Under-Performance
Portfolio return minus AMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMC 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 10y: compounded portfolio wealth divided by compounded AMC 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…
10y analysis · Full analysis span regression · 6 months rolling