+21.5%
VZ vs AMC
-99.3%
+120.8%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -12.5% | +12.4% | -0.1% |
| 7D | +5.6% | 0.0% | +5.6% | +5.6% |
| 30D | +1.9% | +4.4% | -2.5% | +1.8% |
| 3M | +0.8% | +15.4% | -14.6% | +0.7% |
| 6M | +0.6% | +93.7% | -93.1% | +0.1% |
| YTD | +20.8% | +97.4% | -76.7% | +20.1% |
| 1Y | +23.9% | +23.2% | +0.7% | +23.6% |
| 3Y | +55.7% | -71.3% | +127.0% | +56.8% |
| 5Y | +21.5% | -99.3% | +120.8% | +28.9% |
| All | +21.5% | -99.3% | +120.8% | +28.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling