+908.7%
VZ vs HRB
+3,613.7%
-2,705.0%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -4.2% | +3.3% | -0.1% |
| 7D | +2.1% | +2.7% | -0.5% | +1.6% |
| 30D | +1.4% | +22.1% | -20.7% | -2.4% |
| 3M | -1.3% | +15.7% | -17.0% | -4.4% |
| 6M | -0.5% | +83.3% | -83.9% | -12.5% |
| YTD | +19.6% | +25.0% | -5.4% | +12.5% |
| 1Y | +22.4% | +6.9% | +15.4% | +18.5% |
| 3Y | +55.9% | +39.0% | +16.8% | +41.6% |
| 5Y | +20.4% | +146.4% | -126.0% | -4.4% |
| 10Y | +66.9% | +254.4% | -187.5% | +14.7% |
| All | +908.7% | +3,613.7% | -2,705.0% | +195.3% |
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