+322.1%
IVV vs SONY
+276.5%
+45.6%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.4% | 0.0% | -0.3% |
| 7D | -0.4% | -4.9% | +4.6% | +1.4% |
| 30D | -1.4% | -1.6% | +0.2% | -0.9% |
| 3M | +3.7% | +10.0% | -6.3% | -0.2% |
| 6M | +13.0% | +8.4% | +4.6% | +8.9% |
| YTD | +12.4% | -8.4% | +20.9% | +14.7% |
| 1Y | +18.6% | -18.4% | +37.0% | +25.7% |
| 3Y | +78.1% | +41.0% | +37.1% | +50.2% |
| 5Y | +82.3% | +9.3% | +73.0% | +65.8% |
| 10Y | +322.1% | +281.7% | +40.4% | +163.9% |
| All | +322.1% | +276.5% | +45.6% | +163.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SONY.
Daily Out/Under-Performance
Portfolio return minus SONY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SONY 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 SONY 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