+223.3%
HOOD vs VZ
+24.2%
+199.1%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.3% | -2.0% | -0.6% |
| 7D | -7.8% | +0.9% | -8.8% | -7.7% |
| 30D | +18.6% | +7.7% | +10.9% | +19.4% |
| 3M | +22.1% | +9.7% | +12.4% | +23.5% |
| 6M | +43.1% | +3.1% | +40.0% | +44.5% |
| YTD | -0.5% | +30.5% | -31.0% | +0.6% |
| 1Y | -4.4% | +22.5% | -26.9% | -3.2% |
| 3Y | +938.5% | +82.4% | +856.1% | +861.1% |
| 5Y | +173.4% | +28.0% | +145.4% | +143.6% |
| All | +223.3% | +24.2% | +199.1% | +117.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VZ.
Daily Out/Under-Performance
Portfolio return minus VZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VZ 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 VZ 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