+78.8%
VZ vs SLB
+3.2%
+75.6%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.2% | -1.1% | -0.9% |
| 7D | +0.1% | +0.8% | -0.8% | 0.0% |
| 30D | +7.9% | +15.8% | -7.9% | +6.6% |
| 3M | +13.6% | -0.3% | +14.0% | +13.0% |
| 6M | +1.1% | +21.3% | -20.2% | -0.7% |
| YTD | +29.3% | +52.3% | -23.0% | +24.8% |
| 1Y | +21.2% | +63.6% | -42.4% | +16.4% |
| All | +78.8% | +3.2% | +75.6% | +71.5% |
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