+73.3%
VZ vs SONY
+366.0%
-292.7%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.6% | -0.7% | -0.2% |
| 7D | +0.9% | -3.2% | +4.1% | +1.3% |
| 30D | +6.9% | +9.6% | -2.6% | +5.8% |
| 3M | +0.6% | +13.3% | -12.6% | -0.8% |
| 6M | +0.3% | +20.3% | -20.0% | -1.9% |
| YTD | +21.9% | +4.1% | +17.8% | +21.0% |
| 1Y | +21.7% | -11.9% | +33.6% | +23.1% |
| 3Y | +58.5% | +56.6% | +1.9% | +47.8% |
| 5Y | +22.4% | +10.9% | +11.5% | +17.7% |
| All | +73.3% | +366.0% | -292.7% | +45.5% |
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