+25.5%
VZ vs HD
+10.1%
+15.4%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.9% | -1.8% | -1.1% |
| 7D | +0.1% | -2.1% | +2.1% | +0.5% |
| 30D | +7.9% | -8.4% | +16.3% | +9.6% |
| 3M | +13.6% | +4.3% | +9.3% | +12.6% |
| 6M | +1.1% | -11.1% | +12.2% | +3.1% |
| YTD | +29.3% | -4.7% | +34.0% | +30.0% |
| 1Y | +21.2% | -19.8% | +41.1% | +25.8% |
| 3Y | +75.9% | +4.1% | +71.8% | +72.1% |
| All | +25.5% | +10.1% | +15.4% | +14.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling