+38.1%
VZ vs AMDL
+20.7%
+17.4%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMDL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -34.9% | +34.8% | -1.4% |
| 7D | +5.6% | -52.7% | +58.4% | +3.2% |
| 30D | +1.9% | -65.3% | +67.2% | -1.3% |
| 3M | +0.8% | -40.8% | +41.6% | -0.2% |
| 6M | +0.6% | -12.9% | +13.5% | +1.9% |
| YTD | +20.8% | +98.0% | -77.2% | +26.6% |
| 1Y | +23.9% | +30.1% | -6.2% | +29.1% |
| All | +38.1% | +20.7% | +17.4% | +47.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AMDL.
Daily Out/Under-Performance
Portfolio return minus AMDL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMDL 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 5y: compounded portfolio wealth divided by compounded AMDL 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…
5y analysis · Full analysis span regression · 6 months rolling