+84.3%
VZ vs HLT
+105.8%
-21.5%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.2% | +2.7% | +0.6% |
| 7D | +0.2% | -2.4% | +2.6% | +0.3% |
| 30D | +7.1% | -4.1% | +11.2% | +7.3% |
| 3M | +12.8% | -10.6% | +23.4% | +13.2% |
| 6M | +1.8% | +2.0% | -0.2% | +1.7% |
| YTD | +30.0% | +6.1% | +23.8% | +29.6% |
| 1Y | +24.3% | +9.8% | +14.5% | +23.7% |
| 3Y | +84.3% | +99.0% | -14.7% | +68.5% |
| All | +84.3% | +105.8% | -21.5% | +68.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling