+25.8%
VZ vs BKR
+199.3%
-173.5%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.4% | -0.9% | -1.3% |
| 7D | -1.0% | -1.5% | +0.6% | -0.8% |
| 30D | +5.8% | -0.7% | +6.4% | +5.8% |
| 3M | +10.5% | +0.5% | +10.0% | +10.3% |
| 6M | +1.8% | +6.6% | -4.9% | +1.0% |
| YTD | +28.3% | +41.3% | -13.0% | +24.1% |
| 1Y | +22.0% | +42.2% | -20.3% | +17.7% |
| 3Y | +81.8% | +83.4% | -1.6% | +68.6% |
| All | +25.8% | +199.3% | -173.5% | +9.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling