+55.9%
VZ vs SLB
-6.1%
+62.0%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.6% | -1.5% | -1.0% |
| 7D | +2.1% | -7.1% | +9.3% | +2.7% |
| 30D | +1.4% | +4.1% | -2.7% | +1.0% |
| 3M | -1.3% | -2.6% | +1.4% | -1.2% |
| 6M | -0.5% | -8.6% | +8.0% | -0.4% |
| YTD | +19.6% | +32.2% | -12.6% | +16.4% |
| 1Y | +22.4% | +40.7% | -18.3% | +18.4% |
| 3Y | +55.9% | -4.5% | +60.4% | +51.8% |
| All | +55.9% | -6.1% | +62.0% | +51.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling