+142.9%
HOOD vs VZ
+16.1%
+126.8%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +0.6% | +3.4% | +4.1% |
| 7D | -3.2% | +0.9% | -4.2% | -3.1% |
| 30D | -22.6% | +8.9% | -31.5% | -21.8% |
| 3M | -10.4% | +0.1% | -10.5% | -10.1% |
| 6M | +4.7% | +1.9% | +2.8% | +5.6% |
| YTD | -25.2% | +22.0% | -47.2% | -24.7% |
| 1Y | -35.9% | +22.1% | -58.0% | -35.4% |
| 3Y | +927.7% | +58.7% | +869.0% | +866.1% |
| 5Y | +147.5% | +22.3% | +125.2% | +139.4% |
| All | +142.9% | +16.1% | +126.8% | +62.9% |
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