+66.6%
VZ vs SONY
+277.9%
-211.3%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -4.2% | +4.7% | +1.0% |
| 7D | +0.2% | -5.2% | +5.4% | +0.8% |
| 30D | +7.1% | +0.3% | +6.8% | +7.1% |
| 3M | +12.8% | +6.2% | +6.6% | +11.9% |
| 6M | +1.8% | +9.5% | -7.7% | +0.5% |
| YTD | +30.0% | -8.1% | +38.1% | +30.9% |
| 1Y | +24.3% | -17.9% | +42.2% | +26.7% |
| 3Y | +84.3% | +41.5% | +42.8% | +73.5% |
| 5Y | +25.9% | +11.8% | +14.1% | +20.4% |
| All | +66.6% | +277.9% | -211.3% | +39.5% |
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