+22.7%
VZ vs HLT
+11.9%
+10.9%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.2% | +0.7% | +0.5% |
| 7D | -1.2% | -2.6% | +1.4% | -1.2% |
| 30D | +5.7% | -2.6% | +8.3% | +5.8% |
| 3M | +8.2% | -9.4% | +17.7% | +8.4% |
| 6M | +1.7% | +2.7% | -1.0% | +1.6% |
| YTD | +28.9% | +6.8% | +22.1% | +28.2% |
| 1Y | +22.7% | +12.4% | +10.4% | +20.5% |
| All | +22.7% | +11.9% | +10.9% | +20.5% |
Cumulative growth
Daily Returns
Daily percentage return beside HLT.
Daily Out/Under-Performance
Portfolio return minus HLT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HLT 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 HLT 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