+407.1%
VZ vs XHB
+173.9%
+233.2%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.0% | -1.8% | -1.1% |
| 7D | +0.1% | -1.3% | +1.4% | +0.4% |
| 30D | +7.9% | -6.9% | +14.8% | +9.8% |
| 3M | +13.6% | -1.3% | +14.9% | +13.6% |
| 6M | +1.1% | -6.8% | +7.9% | +2.2% |
| YTD | +29.3% | +0.7% | +28.6% | +27.8% |
| 1Y | +21.2% | -11.2% | +32.5% | +23.6% |
| 3Y | +75.9% | +25.3% | +50.6% | +60.4% |
| 5Y | +24.1% | +37.3% | -13.2% | +8.1% |
| 10Y | +62.4% | +211.5% | -149.1% | +7.8% |
| All | +407.1% | +173.9% | +233.2% | +191.2% |
Cumulative growth
Daily Returns
Daily percentage return beside XHB.
Daily Out/Under-Performance
Portfolio return minus XHB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XHB 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 XHB 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