+65.5%
VZ vs HDB
+61.5%
+4.0%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.7% | -1.9% | +0.5% |
| 7D | +2.2% | +13.7% | -11.5% | +0.8% |
| 30D | +10.6% | +15.8% | -5.3% | +8.9% |
| 3M | -0.6% | +9.2% | -9.8% | -1.6% |
| 6M | +0.7% | +3.2% | -2.4% | +0.1% |
| YTD | +20.6% | -29.4% | +50.0% | +24.9% |
| 1Y | +22.7% | -27.9% | +50.6% | +26.8% |
| 3Y | +57.2% | -5.9% | +63.1% | +56.0% |
| 5Y | +21.4% | -23.5% | +44.9% | +22.6% |
| 10Y | +65.5% | +61.3% | +4.2% | +63.0% |
| All | +65.5% | +61.5% | +4.0% | +63.0% |
Cumulative growth
Daily Returns
Daily percentage return beside HDB.
Daily Out/Under-Performance
Portfolio return minus HDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HDB 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 10y: compounded portfolio wealth divided by compounded HDB 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…
10y analysis · Full analysis span regression · 6 months rolling