+62.0%
VZ vs BLK
+280.8%
-218.8%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -2.1% | +0.8% | -0.9% |
| 7D | -1.0% | -2.7% | +1.7% | -0.4% |
| 30D | +5.8% | -4.8% | +10.5% | +6.8% |
| 3M | +10.5% | +6.5% | +4.0% | +9.0% |
| 6M | +1.8% | +13.1% | -11.4% | -1.1% |
| YTD | +28.3% | +1.8% | +26.5% | +26.8% |
| 1Y | +22.0% | -1.0% | +22.9% | +21.1% |
| 3Y | +81.8% | +66.0% | +15.9% | +57.6% |
| 5Y | +25.3% | +31.2% | -5.9% | +13.0% |
| All | +62.0% | +280.8% | -218.8% | +14.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling