+60.5%
VZ vs AMC
-98.9%
+159.4%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +4.3% | -5.2% | -0.9% |
| 7D | +0.1% | +2.3% | -2.2% | +0.1% |
| 30D | +7.9% | -0.7% | +8.6% | +7.9% |
| 3M | +13.6% | +35.2% | -21.6% | +13.5% |
| 6M | +1.1% | +124.6% | -123.5% | +0.9% |
| YTD | +29.3% | +69.9% | -40.6% | +29.1% |
| 1Y | +21.2% | -2.6% | +23.8% | +21.2% |
| 3Y | +75.9% | -79.8% | +155.7% | +76.2% |
| 5Y | +24.1% | -99.4% | +123.5% | +24.8% |
| All | +60.5% | -98.9% | +159.4% | +60.0% |
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