+78.1%
VZ vs HWM
+1,494.1%
-1,415.9%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HWM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.5% | -0.4% | -0.8% |
| 7D | +0.1% | -2.1% | +2.2% | +0.2% |
| 30D | +7.9% | -11.0% | +18.9% | +9.0% |
| 3M | +13.6% | +4.0% | +9.6% | +13.0% |
| 6M | +1.1% | -0.2% | +1.3% | +0.7% |
| YTD | +29.3% | +26.7% | +2.6% | +25.7% |
| 1Y | +21.2% | +44.7% | -23.5% | +16.1% |
| 3Y | +75.9% | +426.1% | -350.2% | +43.2% |
| 5Y | +24.1% | +738.5% | -714.4% | -5.4% |
| All | +78.1% | +1,494.1% | -1,415.9% | +24.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling