+62.8%
VZ vs BLK
+277.4%
-214.6%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | BLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.9% | +1.4% | +0.6% |
| 7D | -1.2% | -5.2% | +4.0% | -0.2% |
| 30D | +5.7% | -7.0% | +12.8% | +7.2% |
| 3M | +8.2% | +5.7% | +2.6% | +6.9% |
| 6M | +1.7% | +11.0% | -9.3% | -0.8% |
| YTD | +28.9% | +0.9% | +28.0% | +27.7% |
| 1Y | +22.7% | -1.6% | +24.4% | +22.0% |
| 3Y | +82.7% | +64.5% | +18.2% | +58.6% |
| 5Y | +26.4% | +30.9% | -4.4% | +14.0% |
| All | +62.8% | +277.4% | -214.6% | +15.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BLK.
Daily Out/Under-Performance
Portfolio return minus BLK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BLK 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded BLK 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling