+20.2%
VZ vs HWM
+522.0%
-501.8%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HWM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +2.4% | -3.4% | -1.0% |
| 7D | +2.1% | +3.3% | -1.2% | +2.0% |
| 30D | +1.4% | -7.6% | +9.0% | +1.6% |
| 3M | -1.3% | -28.9% | +27.7% | 0.0% |
| 6M | -0.5% | -19.7% | +19.1% | +0.1% |
| YTD | +19.6% | +0.5% | +19.1% | +18.7% |
| 1Y | +22.4% | +0.3% | +22.1% | +21.4% |
| 3Y | +55.9% | +325.8% | -270.0% | +30.9% |
| All | +20.2% | +522.0% | -501.8% | -5.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling