+57.4%
VZ vs HPE
+228.2%
-170.8%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HPE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -3.7% | +3.3% | -0.6% |
| 7D | +1.5% | +7.9% | -6.4% | +1.9% |
| 30D | +4.4% | -23.5% | +27.9% | +2.9% |
| 3M | -2.4% | -19.1% | +16.7% | -3.4% |
| 6M | +1.4% | +51.4% | -50.0% | +3.6% |
| YTD | +21.4% | +103.4% | -82.0% | +25.8% |
| 1Y | +20.3% | +114.4% | -94.1% | +24.9% |
| 3Y | +57.4% | +224.7% | -167.3% | +63.0% |
| All | +57.4% | +228.2% | -170.8% | +63.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling