+70.6%
VZ vs AME
+438.4%
-367.8%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AME | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | 0.0% | +0.5% | +0.5% |
| 7D | +2.4% | -4.1% | +6.5% | +3.0% |
| 30D | +11.2% | -4.1% | +15.3% | +11.8% |
| 3M | 0.0% | -5.6% | +5.6% | +0.7% |
| 6M | +1.3% | +2.8% | -1.6% | +0.1% |
| YTD | +21.3% | +16.6% | +4.7% | +16.5% |
| 1Y | +23.9% | +21.1% | +2.9% | +18.1% |
| 3Y | +57.7% | +61.1% | -3.4% | +38.8% |
| 5Y | +21.2% | +76.6% | -55.4% | +3.3% |
| 10Y | +70.6% | +431.3% | -360.8% | +27.4% |
| All | +70.6% | +438.4% | -367.8% | +27.4% |
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