+73.3%
VZ vs SLB
-14.0%
+87.4%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.1% | 0.0% | -0.1% |
| 7D | +0.9% | +2.6% | -1.6% | +0.7% |
| 30D | +6.9% | +4.4% | +2.5% | +6.4% |
| 3M | +0.6% | -2.7% | +3.4% | +0.7% |
| 6M | +0.3% | -7.5% | +7.9% | +0.7% |
| YTD | +21.9% | +34.8% | -12.9% | +17.9% |
| 1Y | +21.7% | +44.6% | -22.9% | +16.9% |
| 3Y | +58.5% | +3.2% | +55.3% | +55.8% |
| 5Y | +22.4% | +73.6% | -51.1% | +11.6% |
| All | +73.3% | -14.0% | +87.4% | +65.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling