+61.1%
VZ vs HRB
+213.0%
-151.9%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -6.5% | +7.0% | +1.4% |
| 7D | +0.2% | -9.1% | +9.3% | +1.4% |
| 30D | +7.1% | +0.3% | +6.9% | +6.8% |
| 3M | +12.8% | +23.4% | -10.6% | +9.3% |
| 6M | +1.8% | +45.1% | -43.3% | -3.8% |
| YTD | +30.0% | +8.9% | +21.1% | +27.5% |
| 1Y | +24.3% | -7.9% | +32.2% | +24.8% |
| 3Y | +84.3% | +27.9% | +56.4% | +75.0% |
| 5Y | +25.9% | +108.3% | -82.4% | +9.6% |
| 10Y | +61.1% | +208.4% | -147.4% | +28.9% |
| All | +61.1% | +213.0% | -151.9% | +28.9% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 HRB 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