+25.2%
VZ vs AMIX
-92.3%
+117.6%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -3.0% | +5.1% | +2.0% |
| 7D | +6.9% | -25.1% | +32.0% | +6.8% |
| 30D | +2.3% | -54.5% | +56.8% | +2.0% |
| 3M | 0.0% | -91.7% | +91.8% | -0.9% |
| 6M | +0.2% | -79.4% | +79.7% | +0.6% |
| YTD | +20.9% | -86.1% | +107.0% | +21.1% |
| 1Y | +25.2% | -91.6% | +116.8% | +25.0% |
| All | +25.2% | -92.3% | +117.6% | +25.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AMIX.
Daily Out/Under-Performance
Portfolio return minus AMIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMIX 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 1y: compounded portfolio wealth divided by compounded AMIX 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…
1y analysis · Full analysis span regression · 6 months rolling