+59.9%
VZ vs AME
+419.5%
-359.6%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AME | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.5% | -2.4% | -1.2% |
| 7D | +0.1% | +0.6% | -0.5% | 0.0% |
| 30D | +7.9% | -6.7% | +14.6% | +9.2% |
| 3M | +13.6% | +4.1% | +9.6% | +12.5% |
| 6M | +1.1% | +1.6% | -0.5% | +0.4% |
| YTD | +29.3% | +16.1% | +13.1% | +24.7% |
| 1Y | +21.2% | +27.3% | -6.1% | +14.4% |
| 3Y | +75.9% | +50.9% | +25.0% | +57.8% |
| 5Y | +24.1% | +81.4% | -57.3% | +5.3% |
| All | +59.9% | +419.5% | -359.6% | +17.6% |
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