+343.3%
VZ vs AMT
+1,473.8%
-1,130.5%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.4% | +0.3% | 0.0% |
| 7D | +5.6% | +4.4% | +1.3% | +5.0% |
| 30D | +1.9% | +17.7% | -15.9% | -0.5% |
| 3M | +0.8% | +16.7% | -15.9% | -1.5% |
| 6M | +0.6% | +11.1% | -10.5% | -1.1% |
| YTD | +20.8% | +13.9% | +6.9% | +18.2% |
| 1Y | +23.9% | +12.5% | +11.4% | +21.4% |
| 3Y | +55.7% | +13.2% | +42.5% | +51.9% |
| 5Y | +21.5% | -17.9% | +39.4% | +22.7% |
| 10Y | +68.5% | +122.8% | -54.4% | +50.0% |
| All | +343.3% | +1,473.8% | -1,130.5% | +205.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling