+776.1%
IVV vs SONY
+46.1%
+730.0%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.6% | +1.2% | +0.1% |
| 7D | +0.1% | -1.2% | +1.3% | +0.5% |
| 30D | +0.1% | +9.4% | -9.4% | -2.8% |
| 3M | +2.0% | +10.5% | -8.5% | -1.6% |
| 6M | +13.0% | +11.7% | +1.4% | +8.4% |
| YTD | +13.6% | -4.1% | +17.7% | +13.9% |
| 1Y | +20.1% | -11.8% | +31.9% | +23.2% |
| 3Y | +77.6% | +45.9% | +31.7% | +52.5% |
| 5Y | +82.5% | +16.3% | +66.2% | +66.0% |
| 10Y | +316.5% | +297.6% | +18.9% | +152.8% |
| All | +776.1% | +46.1% | +730.0% | +433.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling