+25.5%
VZ vs SONY
+16.3%
+9.2%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.6% | +0.7% | -0.8% |
| 7D | +0.1% | -1.2% | +1.2% | +0.2% |
| 30D | +7.9% | +9.4% | -1.5% | +7.1% |
| 3M | +13.6% | +10.5% | +3.2% | +12.7% |
| 6M | +1.1% | +11.7% | -10.6% | +0.1% |
| YTD | +29.3% | -4.1% | +33.4% | +29.7% |
| 1Y | +21.2% | -11.8% | +33.0% | +22.3% |
| 3Y | +75.9% | +45.9% | +30.0% | +67.6% |
| All | +25.5% | +16.3% | +9.2% | +17.5% |
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 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