+55.9%
VZ vs HL
+246.8%
-190.9%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +2.0% | -2.9% | -0.9% |
| 7D | +2.1% | +8.9% | -6.8% | +2.3% |
| 30D | +1.4% | -10.1% | +11.4% | +1.2% |
| 3M | -1.3% | -7.0% | +5.8% | -1.4% |
| 6M | -0.5% | -18.8% | +18.2% | -0.6% |
| YTD | +19.6% | -23.1% | +42.8% | +18.6% |
| 1Y | +22.4% | +8.9% | +13.5% | +20.7% |
| 3Y | +55.9% | +255.0% | -199.1% | +43.8% |
| All | +55.9% | +246.8% | -190.9% | +43.8% |
Cumulative growth
Daily Returns
Daily percentage return beside HL.
Daily Out/Under-Performance
Portfolio return minus HL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HL 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 3y: compounded portfolio wealth divided by compounded HL 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…
3y analysis · Full analysis span regression · 6 months rolling