+64.2%
VZ vs HPE
+353.7%
-289.5%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HPE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.4% | -2.3% | -1.0% |
| 7D | +2.1% | -18.7% | +20.9% | +3.4% |
| 30D | +1.4% | -37.9% | +39.3% | +4.2% |
| 3M | -1.3% | -14.4% | +13.1% | -1.2% |
| 6M | -0.5% | +48.2% | -48.7% | -5.9% |
| YTD | +19.6% | +88.6% | -69.0% | +10.2% |
| 1Y | +22.4% | +94.8% | -72.4% | +12.2% |
| 3Y | +55.9% | +202.7% | -146.8% | +31.1% |
| 5Y | +20.4% | +231.6% | -211.2% | -1.9% |
| All | +64.2% | +353.7% | -289.5% | +20.9% |
Cumulative growth
Daily Returns
Daily percentage return beside HPE.
Daily Out/Under-Performance
Portfolio return minus HPE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HPE 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 10y: compounded portfolio wealth divided by compounded HPE 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…
10y analysis · Full analysis span regression · 6 months rolling