+22.1%
VZ vs HDB
-28.3%
+50.4%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.2% | +0.5% | +0.6% |
| 7D | +0.9% | +6.9% | -6.0% | +1.0% |
| 30D | +8.9% | +15.2% | -6.3% | +9.2% |
| 3M | +0.1% | +11.7% | -11.6% | +0.2% |
| 6M | +1.9% | +7.5% | -5.6% | +2.1% |
| YTD | +22.0% | -28.8% | +50.8% | +21.8% |
| 1Y | +22.1% | -29.1% | +51.2% | +22.3% |
| All | +22.1% | -28.3% | +50.4% | +22.3% |
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