+64.4%
VZ vs AMCR
+16.8%
+47.6%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | AMCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -2.7% | +1.4% | -0.7% |
| 7D | +0.9% | -5.7% | +6.6% | +2.2% |
| 30D | +0.9% | -5.7% | +6.6% | +2.2% |
| 3M | +0.9% | -5.7% | +6.6% | +2.2% |
| 6M | +0.9% | -5.7% | +6.6% | +2.2% |
| YTD | +28.3% | +8.1% | +20.2% | +25.7% |
| 1Y | +22.0% | +11.7% | +10.2% | +18.6% |
| 3Y | +81.8% | +9.9% | +71.9% | +75.7% |
| 5Y | +25.3% | -8.7% | +34.0% | +25.1% |
| 10Y | +64.4% | +16.8% | +47.6% | +51.0% |
| All | +64.4% | +16.8% | +47.6% | +51.0% |
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 2016-09-09 to 2026-09-09: 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling