+72.6%
VZ vs AME
+444.5%
-371.8%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AME | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.4% | -0.9% | -0.5% |
| 7D | +1.5% | +5.9% | -4.4% | +0.5% |
| 30D | +4.4% | -1.9% | +6.3% | +4.5% |
| 3M | -2.4% | -5.4% | +3.0% | -1.7% |
| 6M | +1.4% | +4.9% | -3.5% | -0.1% |
| YTD | +21.4% | +18.5% | +2.9% | +16.3% |
| 1Y | +20.3% | +25.5% | -5.2% | +13.8% |
| 3Y | +57.4% | +63.0% | -5.7% | +38.2% |
| 5Y | +21.9% | +78.3% | -56.4% | +3.7% |
| All | +72.6% | +444.5% | -371.8% | +28.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AME.
Daily Out/Under-Performance
Portfolio return minus AME return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AME 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 10y: compounded portfolio wealth divided by compounded AME 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…
10y analysis · Full analysis span regression · 6 months rolling