+73.3%
VZ vs HRB
+226.2%
-152.9%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.5% | +0.4% | 0.0% |
| 7D | +0.9% | -7.8% | +8.7% | +2.0% |
| 30D | +6.9% | +15.7% | -8.8% | +4.9% |
| 3M | +0.6% | -5.5% | +6.1% | +1.2% |
| 6M | +0.3% | +41.1% | -40.8% | -4.6% |
| YTD | +21.9% | +20.4% | +1.5% | +17.9% |
| 1Y | +21.7% | +15.2% | +6.4% | +18.4% |
| 3Y | +58.5% | +24.3% | +34.2% | +51.3% |
| 5Y | +22.4% | +144.7% | -122.3% | +4.1% |
| All | +73.3% | +226.2% | -152.9% | +39.2% |
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