+990.1%
VZ vs HD
+31,989.9%
-30,999.8%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.9% | -1.8% | -1.1% |
| 7D | +0.1% | -2.1% | +2.1% | +0.6% |
| 30D | +7.9% | -8.4% | +16.3% | +10.2% |
| 3M | +13.6% | +4.3% | +9.3% | +12.2% |
| 6M | +1.1% | -11.1% | +12.2% | +3.6% |
| YTD | +29.3% | -4.7% | +34.0% | +30.1% |
| 1Y | +21.2% | -19.8% | +41.1% | +27.0% |
| 3Y | +75.9% | +4.1% | +71.8% | +71.2% |
| 5Y | +24.1% | +10.3% | +13.8% | +17.3% |
| 10Y | +62.4% | +203.2% | -140.8% | +16.8% |
| All | +990.1% | +31,989.9% | -30,999.8% | +125.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling