+98.5%
VZ vs HPE
+545.6%
-447.1%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HPE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -4.5% | +3.6% | -0.5% |
| 7D | +0.1% | -0.6% | +0.7% | +0.1% |
| 30D | +7.9% | -2.3% | +10.2% | +8.0% |
| 3M | +13.6% | -2.9% | +16.5% | +13.5% |
| 6M | +1.1% | +143.6% | -142.5% | -8.0% |
| YTD | +29.3% | +118.5% | -89.2% | +18.7% |
| 1Y | +21.2% | +129.2% | -108.0% | +10.4% |
| 3Y | +75.9% | +212.5% | -136.6% | +50.3% |
| 5Y | +24.1% | +286.9% | -262.8% | +0.9% |
| 10Y | +62.4% | +432.3% | -369.9% | +19.9% |
| All | +98.5% | +545.6% | -447.1% | +38.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling