+62.8%
VZ vs BKR
+126.6%
-63.8%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -6.7% | +7.1% | +1.1% |
| 7D | -1.2% | -6.7% | +5.4% | -0.6% |
| 30D | +5.7% | -8.3% | +14.1% | +6.6% |
| 3M | +8.2% | -5.4% | +13.6% | +8.7% |
| 6M | +1.7% | +0.8% | +0.9% | +1.3% |
| YTD | +28.9% | +31.8% | -3.0% | +24.6% |
| 1Y | +22.7% | +28.6% | -5.8% | +18.8% |
| 3Y | +82.7% | +71.2% | +11.5% | +69.5% |
| 5Y | +26.4% | +179.2% | -152.8% | +9.3% |
| All | +62.8% | +126.6% | -63.8% | +30.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling