+918.2%
VZ vs AME
+17,569.3%
-16,651.1%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AME | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -5.9% | +5.8% | +1.2% |
| 7D | +5.6% | -11.4% | +17.1% | +8.4% |
| 30D | +1.9% | -12.1% | +14.0% | +4.5% |
| 3M | +0.8% | -12.3% | +13.1% | +3.4% |
| 6M | +0.6% | -4.6% | +5.3% | +1.0% |
| YTD | +20.8% | +9.1% | +11.7% | +17.1% |
| 1Y | +23.9% | +13.3% | +10.7% | +19.1% |
| 3Y | +55.7% | +58.2% | -2.5% | +36.6% |
| 5Y | +21.5% | +63.4% | -41.9% | +4.9% |
| 10Y | +68.5% | +436.7% | -368.2% | +6.8% |
| All | +918.2% | +17,569.3% | -16,651.1% | +235.4% |
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 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