+65.5%
VZ vs HDB
+57.5%
+8.0%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.8% | -2.7% | -1.1% |
| 7D | +2.1% | +13.3% | -11.2% | +0.8% |
| 30D | +1.4% | +13.6% | -12.2% | 0.0% |
| 3M | -1.3% | +5.8% | -7.0% | -1.9% |
| 6M | -0.5% | -1.9% | +1.4% | -0.6% |
| YTD | +19.6% | -31.2% | +50.8% | +24.3% |
| 1Y | +22.4% | -29.6% | +51.9% | +26.7% |
| 3Y | +55.9% | -10.1% | +66.0% | +55.5% |
| 5Y | +20.4% | -24.3% | +44.7% | +21.6% |
| All | +65.5% | +57.5% | +8.0% | +62.8% |
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