+21.2%
VZ vs HBM
+123.0%
-101.7%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.9% | 0.0% | -0.9% |
| 7D | +0.1% | -6.4% | +6.4% | -0.3% |
| 30D | +7.9% | +5.9% | +2.0% | +8.3% |
| 3M | +13.6% | -8.9% | +22.6% | +13.6% |
| 6M | +1.1% | +10.7% | -9.6% | +2.5% |
| YTD | +29.3% | +38.3% | -9.0% | +30.6% |
| 1Y | +21.2% | +121.3% | -100.1% | +27.2% |
| All | +21.2% | +123.0% | -101.7% | +27.2% |
Cumulative growth
Daily Returns
Daily percentage return beside HBM.
Daily Out/Under-Performance
Portfolio return minus HBM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HBM 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 1y: compounded portfolio wealth divided by compounded HBM 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…
1y analysis · Full analysis span regression · 6 months rolling