+55.9%
VZ vs AMCR
+16.4%
+39.5%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.1% | +1.2% | -0.6% |
| 7D | +2.1% | -5.3% | +7.5% | +3.1% |
| 30D | +1.4% | +8.7% | -7.4% | -0.2% |
| 3M | -1.3% | -3.3% | +2.0% | -0.8% |
| 6M | -0.5% | +15.1% | -15.6% | -3.2% |
| YTD | +19.6% | +12.4% | +7.2% | +16.4% |
| 1Y | +22.4% | +15.8% | +6.6% | +18.3% |
| 3Y | +55.9% | +16.7% | +39.1% | +53.5% |
| All | +55.9% | +16.4% | +39.5% | +53.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling