+65.5%
VZ vs AME
+442.8%
-377.2%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AME | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +2.5% | -3.5% | -1.4% |
| 7D | +2.1% | -5.2% | +7.3% | +3.0% |
| 30D | +1.4% | -8.0% | +9.4% | +2.6% |
| 3M | -1.3% | -8.9% | +7.6% | 0.0% |
| 6M | -0.5% | -5.0% | +4.5% | -0.2% |
| YTD | +19.6% | +11.9% | +7.8% | +15.8% |
| 1Y | +22.4% | +16.6% | +5.7% | +17.3% |
| 3Y | +55.9% | +62.5% | -6.6% | +36.6% |
| 5Y | +20.4% | +67.6% | -47.2% | +3.7% |
| All | +65.5% | +442.8% | -377.2% | +28.6% |
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