+20.2%
VZ vs HPE
+230.8%
-210.6%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HPE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.4% | -2.3% | -0.9% |
| 7D | +2.1% | -18.7% | +20.9% | +1.9% |
| 30D | +1.4% | -37.9% | +39.3% | +1.0% |
| 3M | -1.3% | -14.4% | +13.1% | -1.8% |
| 6M | -0.5% | +48.2% | -48.7% | -2.0% |
| YTD | +19.6% | +88.6% | -69.0% | +17.2% |
| 1Y | +22.4% | +94.8% | -72.4% | +19.7% |
| 3Y | +55.9% | +202.7% | -146.8% | +44.4% |
| All | +20.2% | +230.8% | -210.6% | +7.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling