+918.2%
VZ vs SLB
+820.7%
+97.6%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -3.7% | +3.6% | +0.4% |
| 7D | +5.6% | -7.7% | +13.4% | +6.8% |
| 30D | +1.9% | -0.7% | +2.6% | +1.8% |
| 3M | +0.8% | 0.0% | +0.8% | +0.5% |
| 6M | +0.6% | -10.4% | +11.1% | +1.7% |
| YTD | +20.8% | +31.5% | -10.7% | +15.2% |
| 1Y | +23.9% | +39.1% | -15.2% | +17.2% |
| 3Y | +55.7% | -5.7% | +61.4% | +53.5% |
| 5Y | +21.5% | +65.4% | -43.9% | +7.2% |
| 10Y | +68.5% | -15.6% | +84.0% | +54.5% |
| All | +918.2% | +820.7% | +97.6% | +474.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling