+58.0%
VZ vs BKR
+51.5%
+6.6%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.1% | +1.0% | -0.1% |
| 7D | +0.9% | +6.3% | -5.3% | +0.8% |
| 30D | +6.9% | -13.0% | +20.0% | +7.4% |
| 3M | +0.6% | -23.6% | +24.2% | +1.5% |
| 6M | +0.3% | -24.5% | +24.8% | +1.0% |
| YTD | +21.9% | +9.0% | +12.9% | +20.9% |
| 1Y | +21.7% | +4.4% | +17.3% | +20.9% |
| All | +58.0% | +51.5% | +6.6% | +46.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling