+928.8%
VZ vs AME
+18,892.6%
-17,963.8%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AME | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.6% | 0.0% | +0.5% |
| 7D | +0.9% | +1.1% | -0.2% | +0.6% |
| 30D | +8.9% | -4.1% | +13.0% | +9.6% |
| 3M | +0.1% | -6.3% | +6.5% | +1.2% |
| 6M | +1.9% | +3.5% | -1.6% | +0.4% |
| YTD | +22.0% | +17.3% | +4.7% | +16.5% |
| 1Y | +22.1% | +22.0% | +0.1% | +15.4% |
| 3Y | +58.7% | +62.0% | -3.3% | +38.6% |
| 5Y | +22.3% | +78.5% | -56.2% | +3.5% |
| 10Y | +71.6% | +441.6% | -370.0% | +8.7% |
| All | +928.8% | +18,892.6% | -17,963.8% | +233.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling