+65.5%
VZ vs AMT
+113.8%
-48.2%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.7% | +1.7% | -0.2% |
| 7D | +2.1% | +0.5% | +1.6% | +2.0% |
| 30D | +1.4% | +13.6% | -12.2% | -2.5% |
| 3M | -1.3% | +11.5% | -12.7% | -4.6% |
| 6M | -0.5% | +6.9% | -7.5% | -3.0% |
| YTD | +19.6% | +10.8% | +8.8% | +15.0% |
| 1Y | +22.4% | +10.3% | +12.1% | +17.8% |
| 3Y | +55.9% | +12.4% | +43.5% | +47.9% |
| 5Y | +20.4% | -20.1% | +40.5% | +23.4% |
| All | +65.5% | +113.8% | -48.2% | +39.2% |
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