+57.4%
VZ vs BLK
+97.8%
-40.5%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.5% | -0.9% | -0.4% |
| 7D | +1.5% | +3.7% | -2.3% | +1.3% |
| 30D | +4.4% | +13.9% | -9.5% | +3.9% |
| 3M | -2.4% | +3.9% | -6.3% | -2.5% |
| 6M | +1.4% | +13.0% | -11.6% | +1.0% |
| YTD | +21.4% | +16.1% | +5.3% | +20.6% |
| 1Y | +20.3% | +16.8% | +3.5% | +19.3% |
| 3Y | +57.4% | +97.7% | -40.3% | +46.7% |
| All | +57.4% | +97.8% | -40.5% | +46.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling