+20.2%
VZ vs HL
+145.7%
-125.5%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +2.0% | -2.9% | -1.0% |
| 7D | +2.1% | +8.9% | -6.8% | +2.0% |
| 30D | +1.4% | -10.1% | +11.4% | +1.5% |
| 3M | -1.3% | -7.0% | +5.8% | -1.3% |
| 6M | -0.5% | -18.8% | +18.2% | -0.4% |
| YTD | +19.6% | -23.1% | +42.8% | +18.9% |
| 1Y | +22.4% | +8.9% | +13.5% | +19.4% |
| 3Y | +55.9% | +255.0% | -199.1% | +37.1% |
| All | +20.2% | +145.7% | -125.5% | +5.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling