+78.2%
VZ vs AMCR
+16.6%
+61.7%
-13.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2023-09-07 to 2026-09-07.
| Period | Portfolio | AMCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -2.0% | +3.8% | +2.3% |
| 7D | +2.0% | -4.8% | +6.8% | +3.2% |
| 30D | +14.3% | +8.0% | +6.3% | +12.0% |
| 3M | +27.3% | +13.0% | +14.3% | +23.3% |
| 6M | +20.4% | +18.0% | +2.3% | +15.3% |
| YTD | +27.1% | +14.6% | +12.5% | +22.7% |
| 1Y | +23.9% | -1.3% | +25.2% | +23.4% |
| All | +78.2% | +16.6% | +61.7% | +63.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AMCR.
Daily Out/Under-Performance
Portfolio return minus AMCR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMCR 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 2023-09-07 to 2026-09-07: compounded portfolio wealth divided by compounded AMCR 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…
2023-09-07 to 2026-09-07 analysis · Full analysis span regression · 6 months rolling