+20.2%
VZ vs SONY
+10.8%
+9.4%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.0% | +1.0% | -0.8% |
| 7D | +2.1% | +6.7% | -4.6% | +1.5% |
| 30D | +1.4% | +14.8% | -13.4% | +0.2% |
| 3M | -1.3% | +16.9% | -18.1% | -2.6% |
| 6M | -0.5% | +30.2% | -30.8% | -2.8% |
| YTD | +19.6% | +5.5% | +14.2% | +19.0% |
| 1Y | +22.4% | -4.6% | +26.9% | +22.8% |
| 3Y | +55.9% | +57.2% | -1.3% | +47.3% |
| All | +20.2% | +10.8% | +9.4% | +10.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling