+25.2%
VZ vs HIG
+12.7%
+12.5%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +2.4% | -0.3% | +1.2% |
| 7D | +6.9% | +6.2% | +0.7% | +4.6% |
| 30D | +2.3% | +9.4% | -7.2% | -0.8% |
| 3M | 0.0% | -2.3% | +2.4% | +0.6% |
| 6M | +0.2% | +4.2% | -3.9% | -1.6% |
| YTD | +20.9% | +1.6% | +19.3% | +17.5% |
| 1Y | +25.2% | +9.9% | +15.4% | +20.8% |
| All | +25.2% | +12.7% | +12.5% | +20.8% |
Cumulative growth
Daily Returns
Daily percentage return beside HIG.
Daily Out/Under-Performance
Portfolio return minus HIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HIG 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 HIG 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