+25.5%
VZ vs HAL
+104.8%
-79.3%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.6% | -0.3% | -0.9% |
| 7D | +0.1% | +2.9% | -2.9% | -0.1% |
| 30D | +7.9% | +17.0% | -9.1% | +6.9% |
| 3M | +13.6% | -9.7% | +23.3% | +14.2% |
| 6M | +1.1% | +8.6% | -7.5% | +0.5% |
| YTD | +29.3% | +33.0% | -3.7% | +26.9% |
| 1Y | +21.2% | +68.3% | -47.1% | +17.1% |
| 3Y | +75.9% | +0.1% | +75.8% | +74.5% |
| All | +25.5% | +104.8% | -79.3% | +15.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling