+21.8%
VZ vs HAL
+58.8%
-37.0%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +3.1% | -3.5% | -0.6% |
| 7D | +1.5% | +6.1% | -4.6% | +1.1% |
| 30D | +4.4% | +2.9% | +1.5% | +4.1% |
| 3M | -2.4% | +3.3% | -5.7% | -2.6% |
| 6M | +1.4% | -16.9% | +18.3% | +2.3% |
| YTD | +21.4% | +21.2% | +0.2% | +19.7% |
| 1Y | +20.3% | +27.5% | -7.3% | +18.1% |
| 3Y | +57.4% | -6.4% | +63.8% | +56.8% |
| All | +21.8% | +58.8% | -37.0% | +13.6% |
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