+25.2%
VZ vs BKR
+5.7%
+19.6%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -5.5% | +7.6% | +2.0% |
| 7D | +6.9% | -8.8% | +15.7% | +6.9% |
| 30D | +2.3% | -13.1% | +15.3% | +2.4% |
| 3M | 0.0% | -18.9% | +18.9% | +0.2% |
| 6M | +0.2% | -27.2% | +27.5% | -0.3% |
| YTD | +20.9% | +10.7% | +10.2% | +21.5% |
| 1Y | +25.2% | +9.7% | +15.6% | +25.4% |
| All | +25.2% | +5.7% | +19.6% | +25.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BKR.
Daily Out/Under-Performance
Portfolio return minus BKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BKR 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 1y: compounded portfolio wealth divided by compounded BKR 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…
1y analysis · Full analysis span regression · 6 months rolling