+990.1%
VZ vs SLB
+966.6%
+23.4%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.2% | -1.1% | -0.9% |
| 7D | +0.1% | +0.8% | -0.8% | -0.1% |
| 30D | +7.9% | +15.8% | -7.9% | +5.6% |
| 3M | +13.6% | -0.3% | +14.0% | +13.4% |
| 6M | +1.1% | +21.3% | -20.2% | -2.0% |
| YTD | +29.3% | +52.3% | -23.0% | +21.1% |
| 1Y | +21.2% | +63.6% | -42.4% | +12.2% |
| 3Y | +75.9% | +3.8% | +72.1% | +71.2% |
| 5Y | +24.1% | +128.6% | -104.6% | +4.4% |
| 10Y | +62.4% | -3.1% | +65.5% | +46.4% |
| All | +990.1% | +966.6% | +23.4% | +503.9% |
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