+24.3%
VZ vs HRB
-5.9%
+30.2%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -6.5% | +7.0% | +0.7% |
| 7D | +0.2% | -9.1% | +9.3% | +0.5% |
| 30D | +7.1% | +0.3% | +6.9% | +7.1% |
| 3M | +12.8% | +23.4% | -10.6% | +12.2% |
| 6M | +1.8% | +45.1% | -43.3% | +1.5% |
| YTD | +30.0% | +8.9% | +21.1% | +35.3% |
| 1Y | +24.3% | -7.9% | +32.2% | +32.7% |
| All | +24.3% | -5.9% | +30.2% | +32.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling