+31.2%
VZ vs AMIX
-100.0%
+131.1%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -5.6% | +5.5% | -0.1% |
| 7D | +5.6% | -25.5% | +31.1% | +5.5% |
| 30D | +1.9% | -56.2% | +58.1% | +1.6% |
| 3M | +0.8% | -87.4% | +88.2% | +0.1% |
| 6M | +0.6% | -80.9% | +81.5% | +1.4% |
| YTD | +20.8% | -86.8% | +107.6% | +21.6% |
| 1Y | +23.9% | -91.3% | +115.3% | +24.8% |
| All | +31.2% | -100.0% | +131.1% | +35.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling