+20.2%
VZ vs HBM
+205.9%
-185.7%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.6% | -2.5% | -0.9% |
| 7D | +2.1% | -3.6% | +5.8% | +2.2% |
| 30D | +1.4% | -19.2% | +20.5% | +1.5% |
| 3M | -1.3% | -20.5% | +19.2% | -1.2% |
| 6M | -0.5% | -12.8% | +12.3% | -0.7% |
| YTD | +19.6% | +5.4% | +14.2% | +18.3% |
| 1Y | +22.4% | +33.0% | -10.6% | +20.0% |
| 3Y | +55.9% | +357.3% | -301.4% | +41.4% |
| All | +20.2% | +205.9% | -185.7% | +12.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling