+243.1%
VZ vs HDB
+3,812.1%
-3,569.0%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.4% | -0.5% | -0.8% |
| 7D | +0.1% | +0.4% | -0.4% | 0.0% |
| 30D | +7.9% | -2.8% | +10.7% | +8.4% |
| 3M | +13.6% | -3.5% | +17.2% | +14.0% |
| 6M | +1.1% | -24.7% | +25.8% | +5.6% |
| YTD | +29.3% | -36.6% | +65.9% | +39.1% |
| 1Y | +21.2% | -34.4% | +55.6% | +29.5% |
| 3Y | +75.9% | -24.4% | +100.3% | +80.9% |
| 5Y | +24.1% | -35.4% | +59.4% | +29.4% |
| 10Y | +62.4% | +39.5% | +22.9% | +39.8% |
| All | +243.1% | +3,812.1% | -3,569.0% | +76.0% |
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 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