+71.6%
VZ vs AMGN
+320.4%
-248.7%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMGN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.6% | 0.0% | +0.5% |
| 7D | +0.9% | -2.2% | +3.1% | +1.4% |
| 30D | +8.9% | +12.1% | -3.2% | +6.0% |
| 3M | +0.1% | +13.6% | -13.5% | -3.3% |
| 6M | +1.9% | +43.9% | -42.0% | -7.4% |
| YTD | +22.0% | +45.9% | -23.9% | +9.8% |
| 1Y | +22.1% | +42.1% | -20.0% | +10.6% |
| 3Y | +58.7% | +91.6% | -32.9% | +30.6% |
| 5Y | +22.3% | +158.5% | -136.2% | -8.4% |
| 10Y | +71.6% | +323.2% | -251.6% | +14.1% |
| All | +71.6% | +320.4% | -248.7% | +14.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AMGN.
Daily Out/Under-Performance
Portfolio return minus AMGN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMGN 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 AMGN 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