+73.3%
VZ vs AME
+442.0%
-368.7%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AME | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.6% | -0.7% | -0.2% |
| 7D | +0.9% | +8.1% | -7.2% | -0.4% |
| 30D | +6.9% | -3.8% | +10.7% | +7.4% |
| 3M | +0.6% | -6.6% | +7.2% | +1.6% |
| 6M | +0.3% | +4.6% | -4.3% | -1.1% |
| YTD | +21.9% | +17.9% | +4.0% | +16.8% |
| 1Y | +21.7% | +23.2% | -1.5% | +15.5% |
| 3Y | +58.5% | +62.9% | -4.4% | +39.2% |
| 5Y | +22.4% | +77.5% | -55.1% | +4.2% |
| All | +73.3% | +442.0% | -368.7% | +28.9% |
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