+26.4%
VZ vs BLK
+29.1%
-2.7%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.9% | +1.4% | +0.6% |
| 7D | -1.2% | -5.2% | +4.0% | -0.5% |
| 30D | +5.7% | -7.0% | +12.8% | +6.8% |
| 3M | +8.2% | +5.7% | +2.6% | +7.4% |
| 6M | +1.7% | +11.0% | -9.3% | 0.0% |
| YTD | +28.9% | +0.9% | +28.0% | +28.0% |
| 1Y | +22.7% | -1.6% | +24.4% | +22.3% |
| 3Y | +82.7% | +64.5% | +18.2% | +61.2% |
| 5Y | +26.4% | +30.9% | -4.4% | +12.1% |
| All | +26.4% | +29.1% | -2.7% | +12.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling