+70.6%
VZ vs AMT
+125.6%
-55.0%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.7% | -0.2% | +0.3% |
| 7D | +2.4% | +1.6% | +0.7% | +1.9% |
| 30D | +11.2% | +4.5% | +6.7% | +9.8% |
| 3M | 0.0% | +13.8% | -13.8% | -3.9% |
| 6M | +1.3% | +10.0% | -8.8% | -2.0% |
| YTD | +21.3% | +11.8% | +9.5% | +16.3% |
| 1Y | +23.9% | +10.2% | +13.7% | +19.3% |
| 3Y | +57.7% | +15.1% | +42.5% | +48.6% |
| 5Y | +21.2% | -18.8% | +40.0% | +23.7% |
| 10Y | +70.6% | +133.7% | -63.1% | +37.0% |
| All | +70.6% | +125.6% | -55.0% | +37.0% |
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