+65.5%
VZ vs HAL
-17.5%
+83.0%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.3% | -0.7% | -0.9% |
| 7D | +2.1% | -12.0% | +14.1% | +3.1% |
| 30D | +1.4% | +0.3% | +1.1% | +1.3% |
| 3M | -1.3% | -1.6% | +0.3% | -1.3% |
| 6M | -0.5% | -20.5% | +20.0% | +1.0% |
| YTD | +19.6% | +14.2% | +5.4% | +18.0% |
| 1Y | +22.4% | +18.9% | +3.5% | +20.3% |
| 3Y | +55.9% | -13.7% | +69.6% | +55.7% |
| 5Y | +20.4% | +42.2% | -21.8% | +13.6% |
| All | +65.5% | -17.5% | +83.0% | +52.1% |
Cumulative growth
Daily Returns
Daily percentage return beside HAL.
Daily Out/Under-Performance
Portfolio return minus HAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAL 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 HAL 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