+25.2%
VZ vs HD
-3.1%
+28.4%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +6.5% | -4.5% | +0.8% |
| 7D | +6.9% | +11.9% | -5.0% | +4.5% |
| 30D | +2.3% | +26.4% | -24.2% | -2.0% |
| 3M | 0.0% | +2.8% | -2.8% | -1.1% |
| 6M | +0.2% | +15.5% | -15.2% | -2.6% |
| YTD | +20.9% | +5.5% | +15.4% | +19.3% |
| 1Y | +25.2% | -4.6% | +29.8% | +25.1% |
| All | +25.2% | -3.1% | +28.4% | +25.1% |
Cumulative growth
Daily Returns
Daily percentage return beside HD.
Daily Out/Under-Performance
Portfolio return minus HD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HD 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 HD 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