+25.5%
VZ vs AMC
-99.4%
+124.9%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | +13.3% |
| 6M | +1.1% | +124.6% | -123.5% | +0.5% |
| YTD | +29.3% | +69.9% | -40.6% | +28.7% |
| 1Y | +21.2% | -2.6% | +23.8% | +21.1% |
| 3Y | +75.9% | -79.8% | +155.7% | +77.4% |
| All | +25.5% | -99.4% | +124.9% | +31.4% |
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