+25.5%
VZ vs HBM
+349.4%
-323.9%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.9% | 0.0% | -0.9% |
| 7D | +0.1% | -6.4% | +6.4% | +0.2% |
| 30D | +7.9% | +5.9% | +2.0% | +7.8% |
| 3M | +13.6% | -8.9% | +22.6% | +13.8% |
| 6M | +1.1% | +10.7% | -9.6% | +0.8% |
| YTD | +29.3% | +38.3% | -9.0% | +27.6% |
| 1Y | +21.2% | +121.3% | -100.1% | +17.6% |
| 3Y | +75.9% | +450.6% | -374.7% | +60.4% |
| All | +25.5% | +349.4% | -323.9% | +16.2% |
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 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