+60.5%
VZ vs AMT
+96.2%
-35.8%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.1% | +0.2% | -0.6% |
| 7D | +0.1% | -0.2% | +0.3% | +0.1% |
| 30D | +7.9% | +4.6% | +3.3% | +6.5% |
| 3M | +13.6% | -8.4% | +22.1% | +16.4% |
| 6M | +1.1% | -6.0% | +7.1% | +2.5% |
| YTD | +29.3% | +2.1% | +27.2% | +27.6% |
| 1Y | +21.2% | -6.4% | +27.6% | +22.7% |
| 3Y | +75.9% | +8.1% | +67.8% | +68.8% |
| 5Y | +24.1% | -31.9% | +56.0% | +33.4% |
| All | +60.5% | +96.2% | -35.8% | +32.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AMT.
Daily Out/Under-Performance
Portfolio return minus AMT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMT 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 AMT 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