+22.1%
VZ vs HPE
+115.8%
-93.7%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HPE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +4.8% | -4.2% | +1.0% |
| 7D | +0.9% | +0.3% | +0.6% | +1.0% |
| 30D | +8.9% | -28.6% | +37.5% | +6.3% |
| 3M | +0.1% | -7.4% | +7.5% | -0.5% |
| 6M | +1.9% | +63.7% | -61.8% | +5.7% |
| YTD | +22.0% | +111.7% | -89.7% | +29.2% |
| 1Y | +22.1% | +123.5% | -101.4% | +29.6% |
| All | +22.1% | +115.8% | -93.7% | +29.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling