+924.9%
VLO vs SONY
+293.1%
+631.8%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.6% | -0.3% | +0.8% |
| 7D | +5.3% | -2.7% | +8.0% | +6.2% |
| 30D | +18.2% | +1.5% | +16.7% | +17.4% |
| 3M | +53.3% | +13.0% | +40.3% | +46.2% |
| 6M | +70.4% | +11.2% | +59.2% | +62.2% |
| YTD | +143.4% | -6.6% | +150.0% | +146.2% |
| 1Y | +153.0% | -18.1% | +171.1% | +167.9% |
| 3Y | +195.0% | +42.1% | +152.9% | +146.3% |
| 5Y | +618.8% | +11.0% | +607.7% | +542.9% |
| All | +924.9% | +293.1% | +631.8% | +492.2% |
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