+73.3%
VZ vs HPQ
+155.9%
-82.5%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.3% | +0.2% | -0.1% |
| 7D | +0.9% | -1.9% | +2.8% | +1.2% |
| 30D | +6.9% | -5.7% | +12.7% | +7.6% |
| 3M | +0.6% | -0.4% | +1.0% | +0.3% |
| 6M | +0.3% | +40.0% | -39.7% | -4.7% |
| YTD | +21.9% | +34.6% | -12.7% | +16.1% |
| 1Y | +21.7% | +20.4% | +1.3% | +17.4% |
| 3Y | +58.5% | +18.3% | +40.2% | +50.3% |
| 5Y | +22.4% | +9.6% | +12.9% | +15.2% |
| All | +73.3% | +155.9% | -82.5% | +45.8% |
Cumulative growth
Daily Returns
Daily percentage return beside HPQ.
Daily Out/Under-Performance
Portfolio return minus HPQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HPQ 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 HPQ 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