+291.1%
VRSN vs SONY
+293.1%
-2.0%
-38.8%
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 | +0.2% | -2.7% | +2.9% | +1.1% |
| 30D | +3.8% | +1.5% | +2.2% | +3.2% |
| 3M | +5.0% | +13.0% | -8.0% | +0.8% |
| 6M | +24.9% | +11.2% | +13.7% | +19.9% |
| YTD | +21.6% | -6.6% | +28.2% | +23.3% |
| 1Y | +2.4% | -18.1% | +20.5% | +8.0% |
| 3Y | +47.3% | +42.1% | +5.3% | +23.4% |
| 5Y | +34.7% | +11.0% | +23.7% | +21.7% |
| All | +291.1% | +293.1% | -2.0% | +123.6% |
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