+207.1%
VZ vs BLK
+13,445.8%
-13,238.7%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.3% | -0.5% | -0.8% |
| 7D | +0.1% | -3.6% | +3.7% | +0.9% |
| 30D | +7.9% | -1.0% | +8.9% | +8.1% |
| 3M | +13.6% | +10.4% | +3.3% | +11.0% |
| 6M | +1.1% | +8.2% | -7.1% | -1.1% |
| YTD | +29.3% | +6.0% | +23.3% | +26.6% |
| 1Y | +21.2% | +3.3% | +17.9% | +19.1% |
| 3Y | +75.9% | +70.3% | +5.6% | +52.2% |
| 5Y | +24.1% | +34.5% | -10.4% | +11.5% |
| 10Y | +62.4% | +281.9% | -219.5% | +10.8% |
| All | +207.1% | +13,445.8% | -13,238.7% | +25.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling