+220.5%
VZ vs HDB
+4,068.7%
-3,848.2%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.5% | -1.6% | -0.4% |
| 7D | +5.6% | +13.3% | -7.7% | +3.3% |
| 30D | +1.9% | +10.2% | -8.3% | +0.1% |
| 3M | +0.8% | +3.6% | -2.8% | 0.0% |
| 6M | +0.6% | -0.5% | +1.1% | +0.2% |
| YTD | +20.8% | -32.4% | +53.2% | +28.3% |
| 1Y | +23.9% | -31.1% | +55.0% | +31.1% |
| 3Y | +55.7% | -12.6% | +68.3% | +55.9% |
| 5Y | +21.5% | -25.7% | +47.2% | +23.4% |
| 10Y | +68.5% | +56.5% | +12.0% | +41.8% |
| All | +220.5% | +4,068.7% | -3,848.2% | +62.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling