+23.9%
VZ vs HDB
-27.5%
+51.4%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.7% | -0.1% | +0.6% |
| 7D | +2.4% | +12.7% | -10.3% | +2.5% |
| 30D | +11.2% | +16.6% | -5.4% | +11.5% |
| 3M | 0.0% | +10.8% | -10.8% | 0.0% |
| 6M | +1.3% | +3.8% | -2.5% | +1.2% |
| YTD | +21.3% | -28.9% | +50.2% | +22.2% |
| 1Y | +23.9% | -28.0% | +51.9% | +24.9% |
| All | +23.9% | -27.5% | +51.4% | +24.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling