+990.1%
VZ vs HRB
+3,357.9%
-2,367.8%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -4.0% | +3.1% | -0.1% |
| 7D | +0.1% | -5.7% | +5.7% | +1.2% |
| 30D | +7.9% | +7.9% | 0.0% | +6.0% |
| 3M | +13.6% | +32.1% | -18.5% | +7.3% |
| 6M | +1.1% | +62.2% | -61.1% | -9.0% |
| YTD | +29.3% | +16.4% | +12.9% | +23.4% |
| 1Y | +21.2% | -0.3% | +21.5% | +19.0% |
| 3Y | +75.9% | +36.0% | +39.9% | +60.5% |
| 5Y | +24.1% | +125.2% | -101.1% | +0.2% |
| 10Y | +62.4% | +237.7% | -175.3% | +12.7% |
| All | +990.1% | +3,357.9% | -2,367.8% | +223.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling