+22.4%
VZ vs BLK
+41.4%
-18.9%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.8% | +0.7% | 0.0% |
| 7D | +0.9% | +3.9% | -3.0% | +0.4% |
| 30D | +6.9% | +14.1% | -7.2% | +5.0% |
| 3M | +0.6% | +5.3% | -4.7% | -0.2% |
| 6M | +0.3% | +12.6% | -12.3% | -1.5% |
| YTD | +21.9% | +15.5% | +6.4% | +18.8% |
| 1Y | +21.7% | +13.6% | +8.1% | +18.9% |
| 3Y | +58.5% | +95.6% | -37.1% | +36.1% |
| 5Y | +22.4% | +41.4% | -18.9% | +7.4% |
| All | +22.4% | +41.4% | -18.9% | +7.4% |
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