+57.2%
VZ vs HD
+30.7%
+26.5%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.9% | -2.1% | +0.3% |
| 7D | +2.2% | +3.6% | -1.4% | +1.6% |
| 30D | +10.6% | +21.6% | -11.0% | +6.9% |
| 3M | -0.6% | +0.1% | -0.7% | -1.0% |
| 6M | +0.7% | +13.0% | -12.2% | -1.6% |
| YTD | +20.6% | +4.9% | +15.7% | +19.0% |
| 1Y | +22.7% | -2.1% | +24.8% | +22.3% |
| 3Y | +57.2% | +32.6% | +24.6% | +59.4% |
| All | +57.2% | +30.7% | +26.5% | +59.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling