+25.2%
VZ vs SLB
+45.4%
-20.2%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -1.1% | +3.1% | +2.1% |
| 7D | +6.9% | -4.1% | +11.0% | +7.2% |
| 30D | +2.3% | +2.5% | -0.3% | +2.0% |
| 3M | 0.0% | +2.0% | -2.0% | -0.4% |
| 6M | +0.2% | -6.3% | +6.6% | -0.7% |
| YTD | +20.9% | +36.5% | -15.6% | +17.7% |
| 1Y | +25.2% | +46.2% | -21.0% | +19.8% |
| All | +25.2% | +45.4% | -20.2% | +19.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SLB.
Daily Out/Under-Performance
Portfolio return minus SLB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SLB 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 1y: compounded portfolio wealth divided by compounded SLB 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…
1y analysis · Full analysis span regression · 6 months rolling