+918.2%
VZ vs HD
+34,877.5%
-33,959.3%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.5% | +1.4% | +0.3% |
| 7D | +5.6% | +6.4% | -0.7% | +4.0% |
| 30D | +1.9% | +22.1% | -20.2% | -3.0% |
| 3M | +0.8% | -0.2% | +1.0% | +0.7% |
| 6M | +0.6% | +12.6% | -12.0% | -2.6% |
| YTD | +20.8% | +3.9% | +16.9% | +18.9% |
| 1Y | +23.9% | -3.7% | +27.7% | +24.1% |
| 3Y | +55.7% | +27.9% | +27.8% | +44.0% |
| 5Y | +21.5% | +7.8% | +13.7% | +15.5% |
| 10Y | +68.5% | +269.4% | -200.9% | +15.4% |
| All | +918.2% | +34,877.5% | -33,959.3% | +105.8% |
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