+55.9%
VZ vs HWM
+330.9%
-275.0%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HWM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +2.5% | -3.4% | -0.8% |
| 7D | +2.1% | +3.4% | -1.2% | +2.3% |
| 30D | +1.4% | -7.5% | +8.9% | +1.2% |
| 3M | -1.3% | -28.9% | +27.6% | -2.1% |
| 6M | -0.5% | -19.6% | +19.1% | -1.0% |
| YTD | +19.6% | +0.6% | +19.0% | +19.7% |
| 1Y | +22.4% | +0.3% | +22.1% | +22.4% |
| 3Y | +55.9% | +326.1% | -270.3% | +63.6% |
| All | +55.9% | +330.9% | -275.0% | +63.6% |
Cumulative growth
Daily Returns
Daily percentage return beside HWM.
Daily Out/Under-Performance
Portfolio return minus HWM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HWM 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 3y: compounded portfolio wealth divided by compounded HWM 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…
3y analysis · Full analysis span regression · 6 months rolling